+183.7%
RGT vs VT
+221.8%
-38.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | +2.6% | +2.4% | +0.2% | +0.4% |
| 30D | +7.0% | -1.5% | +8.5% | +8.4% |
| 3M | -1.8% | -4.1% | +2.3% | +1.9% |
| 6M | +4.8% | +0.6% | +4.2% | +4.0% |
| YTD | +15.0% | +11.0% | +3.9% | +4.1% |
| 1Y | +22.4% | +13.3% | +9.0% | +8.8% |
| 3Y | +91.0% | +73.4% | +17.6% | +14.5% |
| 5Y | +18.4% | +57.4% | -39.0% | -22.8% |
| All | +183.7% | +221.8% | -38.1% | -2.9% |
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