-86.4%
RGTU vs VT
+25.9%
-112.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | -0.3% | -13.0% | -11.2% |
| 7D | -34.8% | +2.4% | -37.2% | -44.4% |
| 30D | -40.2% | -1.5% | -38.7% | -28.5% |
| 3M | -78.7% | -4.1% | -74.6% | -67.7% |
| 6M | -84.9% | +0.6% | -85.4% | -80.2% |
| YTD | -92.5% | +11.0% | -103.5% | -94.0% |
| 1Y | -95.0% | +13.3% | -108.3% | -96.5% |
| All | -86.4% | +25.9% | -112.3% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling