+56.8%
RGTI vs VSH
+74.2%
-17.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.4% | -4.1% |
| 7D | +0.5% | +4.8% | -4.3% | -3.5% |
| 30D | -17.1% | -0.7% | -16.4% | -17.0% |
| 3M | -26.0% | -43.1% | +17.1% | +11.5% |
| 6M | -9.9% | +91.8% | -101.6% | -52.6% |
| YTD | -31.1% | +131.6% | -162.7% | -70.1% |
| 1Y | -8.5% | +118.1% | -126.6% | -58.3% |
| 3Y | +652.2% | +40.9% | +611.3% | +403.8% |
| All | +56.8% | +74.2% | -17.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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