-43.3%
RGYY vs VT
+19.0%
-62.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.8% | +0.4% | -2.2% | -2.2% |
| 30D | -6.5% | +1.0% | -7.5% | -7.3% |
| 3M | -12.9% | +2.4% | -15.3% | -14.9% |
| 6M | -24.3% | +12.0% | -36.4% | -31.9% |
| YTD | -35.5% | +15.3% | -50.9% | -45.5% |
| All | -43.3% | +19.0% | -62.3% | -54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling