-83.9%
RRGB vs VT
+229.8%
-313.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +2.7% |
| 7D | -7.1% | -1.1% | -6.0% | -5.3% |
| 30D | -3.6% | -1.0% | -2.6% | -1.8% |
| 3M | +66.4% | +3.2% | +63.2% | +57.6% |
| 6M | +112.1% | +12.5% | +99.6% | +76.0% |
| YTD | +94.3% | +14.1% | +80.3% | +58.2% |
| 1Y | +15.7% | +18.9% | -3.2% | -11.9% |
| 3Y | -25.5% | +74.1% | -99.6% | -70.5% |
| 5Y | -66.1% | +66.9% | -133.0% | -84.9% |
| All | -83.9% | +229.8% | -313.7% | -96.1% |
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