-49.5%
RGYY vs VT
+11.6%
-61.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | +1.3% |
| 7D | -5.6% | -4.2% | -1.5% | -2.2% |
| 30D | -11.0% | -5.8% | -5.2% | -6.3% |
| 3M | -16.7% | -5.2% | -11.4% | -12.8% |
| 6M | -24.7% | +0.1% | -24.9% | -25.6% |
| YTD | -42.6% | +8.2% | -50.8% | -48.7% |
| All | -49.5% | +11.6% | -61.2% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling