+663.5%
RGTI vs VLTO
+56.4%
+607.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -7.2% |
| 7D | -18.1% | +1.0% | -19.1% | -18.6% |
| 30D | -17.6% | +17.5% | -35.1% | -25.7% |
| 3M | -48.3% | +21.4% | -69.7% | -54.6% |
| 6M | -47.8% | +38.1% | -85.9% | -59.9% |
| YTD | -56.6% | +19.0% | -75.6% | -61.7% |
| 1Y | -61.8% | +20.7% | -82.5% | -66.9% |
| 3Y | +807.5% | +64.3% | +743.3% | +433.5% |
| All | +663.5% | +56.4% | +607.1% | +399.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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