+54.2%
RGTI vs VTRS
+55.3%
-1.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +0.5% | -2.2% | +2.7% | +1.2% |
| 30D | -17.1% | +3.3% | -20.4% | -18.1% |
| 3M | -26.0% | +2.0% | -28.0% | -26.9% |
| 6M | -9.9% | +19.9% | -29.8% | -16.8% |
| YTD | -31.1% | +35.7% | -66.8% | -39.8% |
| 1Y | -8.5% | +68.1% | -76.6% | -27.1% |
| 3Y | +652.2% | +87.1% | +565.1% | +479.7% |
| 5Y | +56.8% | +47.6% | +9.1% | +15.8% |
| All | +54.2% | +55.3% | -1.1% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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