-95.4%
RGTU vs VT
+12.5%
-107.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.5% | -12.7% | -9.7% |
| 7D | +12.5% | -0.1% | +12.6% | +19.4% |
| 30D | -34.1% | -3.1% | -31.0% | -9.1% |
| 3M | -61.4% | -3.5% | -57.9% | -43.5% |
| 6M | -76.9% | +0.5% | -77.4% | -69.2% |
| YTD | -87.8% | +10.8% | -98.6% | -90.1% |
| 1Y | -95.4% | +11.9% | -107.3% | -96.5% |
| All | -95.4% | +12.5% | -107.9% | -96.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling