-4.7%
ROG vs VT
+5.0%
-9.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -6.5% |
| 7D | -8.6% | -0.3% | -8.3% | -7.9% |
| 30D | -19.1% | -1.4% | -17.7% | -16.3% |
| 3M | -2.8% | -1.4% | -1.4% | +0.6% |
| 6M | -4.7% | +5.5% | -10.1% | -13.8% |
| All | -4.7% | +5.0% | -9.6% | -13.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling