+53.1%
RGTI vs VEU
+58.9%
-5.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +2.2% |
| 7D | -0.1% | -1.9% | +1.8% | +4.1% |
| 30D | -16.2% | -0.7% | -15.5% | -14.5% |
| 3M | -22.0% | +4.9% | -26.9% | -27.9% |
| 6M | -10.8% | +9.8% | -20.6% | -23.0% |
| YTD | -31.6% | +15.3% | -46.9% | -46.0% |
| 1Y | -6.4% | +23.0% | -29.4% | -35.1% |
| 3Y | +665.7% | +73.5% | +592.2% | +204.8% |
| 5Y | +55.6% | +54.5% | +1.2% | -36.0% |
| All | +53.1% | +58.9% | -5.7% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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