-89.1%
RGS vs VT
+224.5%
-313.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +5.0% | +0.4% | +4.6% | +4.3% |
| 30D | +3.7% | +1.0% | +2.8% | +2.3% |
| 3M | +3.8% | +2.4% | +1.4% | -0.2% |
| 6M | +28.0% | +12.0% | +16.0% | +8.5% |
| YTD | +2.7% | +15.3% | -12.6% | -16.4% |
| 1Y | +26.7% | +22.6% | +4.1% | -5.5% |
| 3Y | +34.4% | +74.7% | -40.2% | -38.7% |
| 5Y | -71.1% | +66.1% | -137.2% | -85.8% |
| All | -89.1% | +224.5% | -313.6% | -97.6% |
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