-47.8%
RGTI vs VLTO
+37.8%
-85.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -6.2% |
| 7D | -18.1% | +1.0% | -19.1% | -17.3% |
| 30D | -17.6% | +17.5% | -35.1% | +0.4% |
| 3M | -48.3% | +21.4% | -69.7% | -34.5% |
| 6M | -47.8% | +38.1% | -85.9% | -17.4% |
| All | -47.8% | +37.8% | -85.6% | -17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling