+54.2%
RGTI vs VTR
+91.6%
-37.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | -17.1% | +1.1% | -18.2% | -17.3% |
| 3M | -26.0% | +7.9% | -33.9% | -28.2% |
| 6M | -9.9% | +6.2% | -16.0% | -12.5% |
| YTD | -31.1% | +17.7% | -48.8% | -35.4% |
| 1Y | -8.5% | +32.9% | -41.4% | -18.1% |
| 3Y | +652.2% | +129.7% | +522.5% | +422.9% |
| 5Y | +56.8% | +89.3% | -32.5% | +14.4% |
| All | +54.2% | +91.6% | -37.4% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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