+56.8%
RGTI vs VCLT
-17.2%
+74.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.5% | -1.4% | +1.8% | +2.6% |
| 30D | -17.1% | -1.2% | -15.9% | -15.6% |
| 3M | -26.0% | -4.8% | -21.2% | -20.0% |
| 6M | -9.9% | -2.6% | -7.3% | -4.6% |
| YTD | -31.1% | -3.3% | -27.7% | -26.4% |
| 1Y | -8.5% | -4.8% | -3.7% | -0.6% |
| 3Y | +652.2% | +11.5% | +640.7% | +560.1% |
| All | +56.8% | -17.2% | +74.0% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling