-12.4%
RGR vs VT
+57.5%
-69.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.5% |
| 7D | +15.3% | -0.1% | +15.4% | +15.4% |
| 30D | +20.2% | -3.1% | +23.3% | +22.5% |
| 3M | +40.7% | -3.5% | +44.2% | +43.8% |
| 6M | +34.3% | +0.5% | +33.9% | +34.0% |
| YTD | +61.0% | +10.8% | +50.2% | +51.5% |
| 1Y | +59.4% | +11.9% | +47.5% | +49.2% |
| 3Y | +20.8% | +73.0% | -52.2% | -12.2% |
| 5Y | -12.4% | +58.6% | -71.0% | -33.3% |
| All | -12.4% | +57.5% | -69.9% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling