+19.8%
RGTI vs VG
-38.0%
+57.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.9% |
| 7D | +5.5% | -2.5% | +8.0% | +5.6% |
| 30D | -11.9% | +11.1% | -23.0% | -12.4% |
| 3M | -27.4% | +14.9% | -42.2% | -28.4% |
| 6M | -7.1% | +18.4% | -25.4% | -11.0% |
| YTD | -28.6% | +116.6% | -145.2% | -38.9% |
| 1Y | +4.4% | +9.4% | -5.0% | -2.3% |
| All | +19.8% | -38.0% | +57.8% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling