+56.8%
RGTI vs VTV
+80.6%
-23.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | -0.9% |
| 7D | +0.5% | -1.1% | +1.6% | +2.8% |
| 30D | -17.1% | -1.0% | -16.1% | -15.2% |
| 3M | -26.0% | +4.6% | -30.6% | -32.8% |
| 6M | -9.9% | +13.5% | -23.4% | -29.9% |
| YTD | -31.1% | +18.5% | -49.6% | -50.5% |
| 1Y | -8.5% | +22.9% | -31.4% | -38.6% |
| 3Y | +652.2% | +67.8% | +584.4% | +209.1% |
| All | +56.8% | +80.6% | -23.8% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling