+53.1%
RGTI vs VIG
+71.1%
-17.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | +0.5% |
| 7D | -0.1% | -2.2% | +2.1% | +4.8% |
| 30D | -16.2% | -3.2% | -13.0% | -9.9% |
| 3M | -22.0% | +3.0% | -25.1% | -26.6% |
| 6M | -10.8% | +8.1% | -18.9% | -22.5% |
| YTD | -31.6% | +9.1% | -40.6% | -41.0% |
| 1Y | -6.4% | +12.6% | -18.9% | -23.3% |
| 3Y | +665.7% | +55.4% | +610.3% | +295.5% |
| 5Y | +55.6% | +62.8% | -7.1% | -22.8% |
| All | +53.1% | +71.1% | -17.9% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling