+44.4%
ROG vs VT
+10.5%
+33.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +5.0% |
| 7D | -8.3% | -2.3% | -6.0% | -4.4% |
| 30D | -20.8% | -5.0% | -15.8% | -13.4% |
| 3M | -8.8% | -4.9% | -3.9% | -0.4% |
| 6M | -13.3% | -1.5% | -11.7% | -9.0% |
| YTD | +33.2% | +8.5% | +24.7% | +24.4% |
| 1Y | +44.4% | +11.4% | +33.0% | +30.2% |
| All | +44.4% | +10.5% | +33.9% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling