-82.3%
RGTX vs VT
+38.2%
-120.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.6% | -13.6% | -10.6% |
| 7D | +4.3% | +2.9% | +1.4% | -10.8% |
| 30D | -44.1% | -2.5% | -41.5% | -29.7% |
| 3M | -76.5% | -3.3% | -73.1% | -68.0% |
| 6M | -85.8% | +1.5% | -87.3% | -82.5% |
| YTD | -93.0% | +11.4% | -104.4% | -93.7% |
| 1Y | -96.5% | +11.9% | -108.4% | -96.8% |
| All | -82.3% | +38.2% | -120.5% | -91.8% |
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