+646.8%
RGTI vs VUG
+84.5%
+562.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.7% |
| 7D | -0.1% | -1.9% | +1.7% | +4.4% |
| 30D | -16.2% | -1.6% | -14.6% | -12.6% |
| 3M | -22.0% | +4.4% | -26.4% | -27.7% |
| 6M | -10.8% | +13.2% | -24.0% | -28.6% |
| YTD | -31.6% | +7.5% | -39.1% | -38.1% |
| 1Y | -6.4% | +12.5% | -18.8% | -22.4% |
| All | +646.8% | +84.5% | +562.3% | +150.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling