-68.1%
RGTI vs VUG
+4.9%
-73.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | -3.2% |
| 7D | -9.6% | -3.0% | -6.6% | -1.4% |
| 30D | -26.0% | -6.4% | -19.6% | -10.2% |
| 3M | -35.8% | -3.2% | -32.5% | -28.7% |
| 6M | -36.7% | +3.1% | -39.8% | -38.2% |
| YTD | -49.4% | +6.3% | -55.7% | -54.2% |
| 1Y | -68.1% | +5.2% | -73.3% | -70.1% |
| All | -68.1% | +4.9% | -73.0% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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