+54.2%
RGTI vs VNQ
+18.4%
+35.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.2% |
| 7D | +0.5% | -1.3% | +1.7% | +2.1% |
| 30D | -17.1% | -2.6% | -14.5% | -14.4% |
| 3M | -26.0% | -2.0% | -24.0% | -25.4% |
| 6M | -9.9% | +4.3% | -14.2% | -16.3% |
| YTD | -31.1% | +9.2% | -40.3% | -39.9% |
| 1Y | -8.5% | +5.6% | -14.1% | -16.7% |
| 3Y | +652.2% | +30.8% | +621.4% | +427.8% |
| 5Y | +56.8% | +8.0% | +48.8% | +22.9% |
| All | +54.2% | +18.4% | +35.9% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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