+169.8%
RGT vs VT
+222.7%
-52.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.2% | +0.4% | -1.7% | -1.6% |
| 30D | -1.8% | +1.0% | -2.7% | -2.6% |
| 3M | +5.1% | +2.4% | +2.8% | +2.8% |
| 6M | +5.4% | +12.0% | -6.6% | -5.1% |
| YTD | +15.6% | +15.3% | +0.2% | +1.2% |
| 1Y | +21.7% | +22.6% | -0.9% | +0.7% |
| 3Y | +76.8% | +74.7% | +2.1% | +5.5% |
| 5Y | +20.1% | +66.1% | -46.0% | -25.3% |
| All | +169.8% | +222.7% | -52.9% | -6.2% |
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