-79.2%
RGTZ vs VT
+12.8%
-92.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | -0.5% | +12.7% | +8.7% |
| 7D | -34.3% | -0.1% | -34.1% | -29.9% |
| 30D | -9.9% | -3.1% | -6.9% | -19.3% |
| 3M | +10.0% | -3.5% | +13.5% | -0.5% |
| 6M | -68.5% | +0.5% | -68.9% | -49.8% |
| YTD | -84.4% | +10.8% | -95.1% | -39.0% |
| 1Y | -80.7% | +11.9% | -92.6% | -10.4% |
| All | -79.2% | +12.8% | -92.1% | +24.4% |
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