-21.7%
RGTI vs VG
-44.1%
+22.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.7% | -11.8% | -7.2% |
| 7D | +4.9% | +15.1% | -10.2% | +4.1% |
| 30D | -19.2% | -4.2% | -15.0% | -19.0% |
| 3M | -43.9% | -3.1% | -40.8% | -43.9% |
| 6M | -45.8% | +0.3% | -46.2% | -46.3% |
| YTD | -53.4% | +95.5% | -148.8% | -59.9% |
| 1Y | -63.5% | +64.4% | -127.9% | -67.8% |
| All | -21.7% | -44.1% | +22.3% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 10y: compounded portfolio wealth divided by compounded VG 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…
10y analysis · Full analysis span regression · 6 months rolling