+15.2%
RGTI vs VG
-39.3%
+54.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -2.5% | +1.7% | -4.2% | -2.6% |
| 30D | -9.4% | +16.0% | -25.4% | -10.3% |
| 3M | -37.1% | +9.7% | -46.8% | -37.7% |
| 6M | -14.4% | +29.6% | -44.0% | -19.7% |
| YTD | -31.4% | +112.0% | -143.4% | -41.2% |
| 1Y | +0.5% | +12.8% | -12.3% | -6.8% |
| All | +15.2% | -39.3% | +54.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling