+53.1%
RGTI vs VCLT
-11.7%
+64.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | +1.2% |
| 7D | -0.1% | -1.3% | +1.2% | +1.8% |
| 30D | -16.2% | -1.1% | -15.1% | -14.8% |
| 3M | -22.0% | -3.7% | -18.4% | -17.3% |
| 6M | -10.8% | -4.0% | -6.8% | -3.8% |
| YTD | -31.6% | -3.4% | -28.2% | -27.0% |
| 1Y | -6.4% | -4.1% | -2.2% | +0.5% |
| 3Y | +665.7% | +11.0% | +654.7% | +580.6% |
| 5Y | +55.6% | -17.0% | +72.7% | +70.5% |
| All | +53.1% | -11.7% | +64.8% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling