+56.8%
RGTI vs VO
+42.1%
+14.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -1.0% |
| 7D | +0.5% | -1.5% | +2.0% | +3.9% |
| 30D | -17.1% | -3.0% | -14.1% | -10.9% |
| 3M | -26.0% | +2.8% | -28.8% | -29.5% |
| 6M | -9.9% | +10.9% | -20.8% | -24.9% |
| YTD | -31.1% | +12.5% | -43.5% | -43.3% |
| 1Y | -8.5% | +12.0% | -20.5% | -22.9% |
| 3Y | +652.2% | +56.3% | +595.9% | +278.7% |
| All | +56.8% | +42.1% | +14.6% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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