+22.7%
RGTI vs VT
+70.5%
-47.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -5.2% |
| 7D | +9.6% | -0.1% | +9.7% | +11.1% |
| 30D | -13.4% | -3.1% | -10.3% | -4.7% |
| 3M | -31.2% | -3.5% | -27.7% | -22.9% |
| 6M | -35.9% | +0.5% | -36.3% | -32.5% |
| YTD | -45.1% | +10.8% | -55.9% | -52.7% |
| 1Y | -63.3% | +11.9% | -75.2% | -68.8% |
| 3Y | +1,152.6% | +73.0% | +1,079.6% | +401.3% |
| 5Y | +16.2% | +58.6% | -42.5% | -51.1% |
| All | +22.7% | +70.5% | -47.8% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling