+172.3%
RLGT vs VT
+221.8%
-49.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +5.1% | +2.4% | +2.7% | +2.3% |
| 30D | +3.7% | -1.5% | +5.2% | +5.5% |
| 3M | +7.6% | -4.1% | +11.7% | +12.8% |
| 6M | +11.6% | +0.6% | +11.0% | +10.3% |
| YTD | +47.6% | +11.0% | +36.5% | +29.8% |
| 1Y | +55.7% | +13.3% | +42.3% | +33.6% |
| 3Y | +54.1% | +73.4% | -19.3% | -19.9% |
| 5Y | +9.6% | +57.4% | -47.8% | -35.6% |
| All | +172.3% | +221.8% | -49.5% | -33.3% |
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