+211.9%
RLGT vs VT
+223.7%
-11.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | -0.2% |
| 7D | -2.4% | +0.4% | -2.7% | -2.7% |
| 30D | -0.8% | -2.6% | +1.8% | +2.3% |
| 3M | +8.3% | -3.2% | +11.5% | +12.3% |
| 6M | +10.5% | +0.9% | +9.6% | +8.6% |
| YTD | +44.4% | +11.3% | +33.1% | +26.7% |
| 1Y | +49.6% | +14.0% | +35.6% | +27.6% |
| 3Y | +59.2% | +75.8% | -16.6% | -18.5% |
| 5Y | +23.2% | +57.8% | -34.7% | -27.9% |
| 10Y | +211.9% | +219.8% | -7.9% | -14.5% |
| All | +211.9% | +223.7% | -11.7% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling