+60.7%
RLGT vs VT
+75.6%
-14.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.7% | +1.7% |
| 7D | +1.5% | -0.7% | +2.2% | +2.3% |
| 30D | +7.4% | -1.7% | +9.1% | +9.4% |
| 3M | +16.8% | -2.3% | +19.1% | +19.5% |
| 6M | +23.4% | +1.5% | +21.9% | +20.8% |
| YTD | +53.9% | +12.0% | +41.8% | +35.0% |
| 1Y | +60.7% | +12.9% | +47.9% | +39.8% |
| All | +60.7% | +75.6% | -14.9% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling