-73.2%
RGP vs VT
+215.5%
-288.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | 0.0% | -2.3% | +2.3% | +2.3% |
| 30D | -28.9% | -5.0% | -23.9% | -25.3% |
| 3M | -35.7% | -4.9% | -30.8% | -32.5% |
| 6M | -36.7% | -1.5% | -35.2% | -36.0% |
| YTD | -44.5% | +8.5% | -53.0% | -49.2% |
| 1Y | -37.7% | +11.4% | -49.1% | -44.5% |
| 3Y | -77.4% | +70.1% | -147.5% | -86.5% |
| 5Y | -81.9% | +53.7% | -135.7% | -88.1% |
| All | -73.2% | +215.5% | -288.7% | -91.6% |
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