+128.1%
ROG vs VT
+224.5%
-96.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.8% | +0.4% | +1.4% | +1.3% |
| 30D | -3.3% | +1.0% | -4.3% | -4.3% |
| 3M | -12.3% | +2.4% | -14.7% | -14.2% |
| 6M | +16.4% | +12.0% | +4.4% | +2.5% |
| YTD | +39.6% | +15.3% | +24.2% | +18.5% |
| 1Y | +60.3% | +22.6% | +37.7% | +26.7% |
| 3Y | -12.6% | +74.7% | -87.2% | -53.7% |
| 5Y | -38.2% | +66.1% | -104.4% | -65.8% |
| All | +128.1% | +224.5% | -96.4% | -44.8% |
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