+0.5%
RGTI vs VTV
+27.0%
-26.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +1.0% |
| 7D | -2.5% | +0.5% | -3.0% | -4.2% |
| 30D | -9.4% | +1.1% | -10.5% | -12.5% |
| 3M | -37.1% | +5.9% | -43.0% | -47.8% |
| 6M | -14.4% | +11.6% | -26.0% | -39.6% |
| YTD | -31.4% | +19.8% | -51.2% | -59.4% |
| 1Y | +0.5% | +26.2% | -25.7% | -41.5% |
| All | +0.5% | +27.0% | -26.5% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling