-81.6%
RGTU vs VT
+27.0%
-108.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.1% | -17.7% | -24.7% |
| 7D | -8.4% | -0.7% | -7.7% | -0.1% |
| 30D | -37.7% | -1.7% | -35.9% | -23.8% |
| 3M | -69.6% | -2.3% | -67.3% | -60.1% |
| 6M | -83.4% | +1.5% | -85.0% | -79.9% |
| YTD | -89.8% | +12.0% | -101.9% | -92.5% |
| 1Y | -95.7% | +12.9% | -108.6% | -96.9% |
| All | -81.6% | +27.0% | -108.6% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling