+53.9%
RGTI vs VO
+52.4%
+1.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -1.8% |
| 7D | +2.5% | -0.6% | +3.1% | +3.8% |
| 30D | -13.7% | -1.9% | -11.7% | -9.6% |
| 3M | -22.6% | +3.3% | -25.9% | -26.7% |
| 6M | -13.4% | +9.7% | -23.1% | -25.6% |
| YTD | -31.2% | +12.6% | -43.8% | -43.1% |
| 1Y | -7.6% | +13.6% | -21.3% | -23.8% |
| 3Y | +669.7% | +56.8% | +612.9% | +298.3% |
| 5Y | +57.0% | +42.3% | +14.8% | -11.8% |
| All | +53.9% | +52.4% | +1.6% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling