+155.5%
RGT vs VT
+263.6%
-108.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +1.1% |
| 7D | -0.6% | -4.2% | +3.6% | +3.2% |
| 30D | +0.7% | -5.8% | +6.5% | +6.1% |
| 3M | -5.8% | -5.2% | -0.6% | -1.3% |
| 6M | +1.0% | +0.1% | +0.9% | +0.7% |
| YTD | +10.8% | +8.2% | +2.5% | +2.9% |
| 1Y | +16.8% | +10.1% | +6.7% | +6.7% |
| 3Y | +83.6% | +69.7% | +13.9% | +13.5% |
| 5Y | +14.2% | +53.4% | -39.1% | -22.9% |
| 10Y | +176.5% | +219.2% | -42.7% | -1.1% |
| All | +155.5% | +263.6% | -108.2% | -15.7% |
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