+182.8%
RGT vs VT
+217.6%
-34.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +2.8% | -0.1% | +2.9% | +2.9% |
| 30D | +5.7% | -3.1% | +8.8% | +8.7% |
| 3M | -2.5% | -3.5% | +1.0% | +0.7% |
| 6M | +3.8% | +0.5% | +3.3% | +3.1% |
| YTD | +15.2% | +10.8% | +4.4% | +4.6% |
| 1Y | +23.1% | +11.9% | +11.2% | +10.7% |
| 3Y | +92.1% | +73.0% | +19.1% | +15.4% |
| 5Y | +19.1% | +58.6% | -39.5% | -22.8% |
| 10Y | +182.8% | +219.2% | -36.4% | -1.4% |
| All | +182.8% | +217.6% | -34.9% | -1.4% |
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