+4.3%
RGTI vs VT
+71.4%
-67.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -5.5% |
| 7D | +4.9% | +2.9% | +2.0% | -2.1% |
| 30D | -19.2% | -2.5% | -16.7% | -12.5% |
| 3M | -43.9% | -3.3% | -40.6% | -37.6% |
| 6M | -45.8% | +1.5% | -47.4% | -44.6% |
| YTD | -53.4% | +11.4% | -64.7% | -60.4% |
| 1Y | -63.5% | +11.9% | -75.4% | -69.1% |
| 3Y | +964.9% | +73.9% | +891.1% | +319.7% |
| 5Y | -2.1% | +57.9% | -60.0% | -59.4% |
| All | +4.3% | +71.4% | -67.1% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling