-78.3%
RGTZ vs VT
+17.5%
-95.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | +3.8% | +0.4% | +3.3% | +7.6% |
| 30D | +1.1% | +1.0% | +0.2% | +13.4% |
| 3M | +17.4% | +2.4% | +15.0% | +74.5% |
| 6M | -81.7% | +12.0% | -93.7% | -42.4% |
| YTD | -83.6% | +15.3% | -99.0% | -24.5% |
| All | -78.3% | +17.5% | -95.8% | +53.8% |
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 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