+20.5%
RIGL vs VT
+66.2%
-45.7%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.7% | +0.4% | +4.3% | +4.0% |
| 30D | +20.2% | +1.0% | +19.3% | +18.6% |
| 3M | +60.9% | +2.4% | +58.5% | +54.9% |
| 6M | +64.3% | +12.0% | +52.3% | +38.6% |
| YTD | +13.6% | +15.3% | -1.7% | -8.3% |
| 1Y | +21.3% | +22.6% | -1.3% | -10.6% |
| 3Y | +312.5% | +74.7% | +237.8% | +85.2% |
| All | +20.5% | +66.2% | -45.7% | -36.5% |
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