+15.5%
RGTI vs VG
-35.7%
+51.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.8% | -7.4% | -3.8% |
| 7D | +2.5% | +3.8% | -1.3% | +2.3% |
| 30D | -13.7% | +7.2% | -20.9% | -14.0% |
| 3M | -22.6% | +22.8% | -45.4% | -24.0% |
| 6M | -13.4% | +33.2% | -46.6% | -18.3% |
| YTD | -31.2% | +124.8% | -156.0% | -41.2% |
| 1Y | -7.6% | +15.8% | -23.5% | -14.0% |
| All | +15.5% | -35.7% | +51.1% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling