-61.7%
RGTZ vs VT
+10.2%
-71.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.5% | -4.1% | +29.6% | -4.2% |
| 7D | +41.0% | -4.2% | +45.2% | +7.5% |
| 30D | +91.6% | -5.8% | +97.4% | +33.8% |
| 3M | +78.4% | -5.2% | +83.7% | +37.1% |
| 6M | -49.0% | +0.1% | -49.1% | -22.5% |
| YTD | -71.1% | +8.2% | -79.3% | -8.8% |
| 1Y | -56.1% | +10.1% | -66.2% | +74.3% |
| All | -61.7% | +10.2% | -71.9% | +85.9% |
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