+36.1%
RIG vs VG
-51.4%
+87.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.7% | +2.7% |
| 7D | -24.5% | -22.0% | -2.5% | -20.0% |
| 30D | -2.8% | -11.6% | +8.9% | +0.2% |
| 3M | +1.6% | -14.9% | +16.4% | +5.2% |
| 6M | -15.9% | -3.5% | -12.4% | -16.0% |
| YTD | +26.9% | +70.0% | -43.1% | +7.6% |
| 1Y | +34.4% | +50.0% | -15.6% | +16.7% |
| All | +36.1% | -51.4% | +87.5% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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