+56.8%
RGTI vs VUG
+77.1%
-20.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -1.0% |
| 7D | +0.5% | -0.5% | +0.9% | +1.3% |
| 30D | -17.1% | -1.0% | -16.1% | -15.3% |
| 3M | -26.0% | +3.5% | -29.5% | -28.9% |
| 6M | -9.9% | +14.2% | -24.1% | -24.7% |
| YTD | -31.1% | +8.5% | -39.6% | -36.7% |
| 1Y | -8.5% | +12.9% | -21.4% | -20.3% |
| 3Y | +652.2% | +85.6% | +566.6% | +245.3% |
| All | +56.8% | +77.1% | -20.4% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling