+15.7%
RGTI vs VG
-33.5%
+49.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.6% |
| 7D | +0.5% | +9.6% | -9.1% | 0.0% |
| 30D | -17.1% | +15.2% | -32.3% | -17.7% |
| 3M | -26.0% | +24.1% | -50.1% | -27.3% |
| 6M | -9.9% | +27.2% | -37.0% | -13.9% |
| YTD | -31.1% | +132.3% | -163.4% | -41.2% |
| 1Y | -8.5% | +15.7% | -24.2% | -14.3% |
| All | +15.7% | -33.5% | +49.2% | +0.9% |
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