-74.7%
RGTU vs VT
+26.2%
-100.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | +2.6% | +18.9% | +2.7% |
| 7D | +39.5% | +0.4% | +39.1% | +42.3% |
| 30D | -24.1% | -2.6% | -21.5% | +0.6% |
| 3M | -57.2% | -3.2% | -54.0% | -38.8% |
| 6M | -73.4% | +0.9% | -74.4% | -65.8% |
| YTD | -86.0% | +11.3% | -97.3% | -88.9% |
| 1Y | -95.0% | +14.0% | -109.0% | -96.5% |
| All | -74.7% | +26.2% | -100.8% | -91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling