-27.1%
RGTI vs VG
-44.6%
+17.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.9% | -6.0% | -6.8% |
| 7D | -18.1% | +14.0% | -32.1% | -18.7% |
| 30D | -17.6% | -1.0% | -16.7% | -17.6% |
| 3M | -48.3% | -2.7% | -45.6% | -48.4% |
| 6M | -47.8% | +1.5% | -49.2% | -48.3% |
| YTD | -56.6% | +93.7% | -150.3% | -62.6% |
| 1Y | -61.8% | +68.5% | -130.4% | -66.5% |
| All | -27.1% | -44.6% | +17.5% | -35.9% |
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 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