-74.1%
RGP vs VT
+221.8%
-295.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.5% |
| 7D | +0.4% | +2.4% | -2.0% | -1.9% |
| 30D | -2.2% | -1.5% | -0.7% | -0.9% |
| 3M | -35.7% | -4.1% | -31.6% | -33.1% |
| 6M | -36.5% | +0.6% | -37.1% | -37.1% |
| YTD | -44.3% | +11.0% | -55.4% | -50.1% |
| 1Y | -38.7% | +13.3% | -52.1% | -46.2% |
| 3Y | -76.9% | +73.4% | -150.3% | -86.4% |
| 5Y | -81.9% | +57.4% | -139.3% | -88.4% |
| All | -74.1% | +221.8% | -295.9% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling