+56.8%
RGTI vs VEA
+59.5%
-2.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | -1.6% |
| 7D | +0.5% | -1.5% | +1.9% | +3.6% |
| 30D | -17.1% | -0.8% | -16.3% | -15.3% |
| 3M | -26.0% | +2.5% | -28.5% | -28.4% |
| 6M | -9.9% | +11.1% | -21.0% | -24.4% |
| YTD | -31.1% | +17.2% | -48.2% | -47.7% |
| 1Y | -8.5% | +24.5% | -33.0% | -38.7% |
| 3Y | +652.2% | +75.4% | +576.8% | +185.5% |
| All | +56.8% | +59.5% | -2.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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