-93.7%
RGS vs VT
+363.9%
-457.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +7.2% |
| 7D | +7.9% | -0.3% | +8.2% | +8.4% |
| 30D | +8.5% | -1.4% | +9.9% | +10.3% |
| 3M | +19.9% | -1.4% | +21.3% | +21.5% |
| 6M | +19.5% | +5.5% | +14.0% | +12.0% |
| YTD | +14.5% | +12.8% | +1.7% | -0.6% |
| 1Y | +8.2% | +15.4% | -7.2% | -8.5% |
| 3Y | +164.8% | +76.9% | +87.9% | +41.7% |
| 5Y | -41.6% | +60.4% | -102.0% | -65.3% |
| 10Y | -87.0% | +232.8% | -319.8% | -96.1% |
| All | -93.7% | +363.9% | -457.6% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling