-48.4%
RGTX vs VT
+42.4%
-90.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.5% | +8.9% | +11.3% |
| 7D | +10.2% | +1.0% | +9.2% | +3.6% |
| 30D | -28.0% | -0.2% | -27.7% | -25.6% |
| 3M | -61.0% | +4.5% | -65.5% | -65.9% |
| 6M | -56.8% | +14.1% | -70.8% | -71.3% |
| YTD | -79.6% | +14.8% | -94.4% | -86.0% |
| 1Y | -76.3% | +21.2% | -97.5% | -86.3% |
| All | -48.4% | +42.4% | -90.8% | -81.6% |
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 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