+54.2%
RGTI vs VIG
+72.3%
-18.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.8% |
| 7D | +0.5% | -1.1% | +1.5% | +2.8% |
| 30D | -17.1% | -2.7% | -14.4% | -11.9% |
| 3M | -26.0% | +2.5% | -28.5% | -29.6% |
| 6M | -9.9% | +9.2% | -19.1% | -23.4% |
| YTD | -31.1% | +9.8% | -40.9% | -41.5% |
| 1Y | -8.5% | +12.4% | -20.9% | -25.0% |
| 3Y | +652.2% | +55.9% | +596.3% | +284.6% |
| 5Y | +56.8% | +63.9% | -7.2% | -23.4% |
| All | +54.2% | +72.3% | -18.0% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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