+4,588.9%
RLGT vs VT
+374.2%
+4,214.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.2% | +0.4% | -3.7% | -3.5% |
| 30D | +1.0% | +1.0% | 0.0% | +0.4% |
| 3M | -1.5% | +2.4% | -3.9% | -2.9% |
| 6M | +11.1% | +12.0% | -1.0% | +3.6% |
| YTD | +33.3% | +15.3% | +18.0% | +22.3% |
| 1Y | +30.4% | +22.6% | +7.9% | +15.4% |
| 3Y | +22.7% | +74.7% | -52.0% | -11.3% |
| 5Y | +30.0% | +66.1% | -36.1% | -2.7% |
| 10Y | +182.3% | +225.0% | -42.7% | +62.6% |
| All | +4,588.9% | +374.2% | +4,214.7% | +3,094.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling