-25.5%
RRGB vs VT
+74.2%
-99.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +3.0% |
| 7D | -7.1% | -1.1% | -6.0% | -5.7% |
| 30D | -3.6% | -1.0% | -2.6% | -2.2% |
| 3M | +66.4% | +3.2% | +63.2% | +59.6% |
| 6M | +112.1% | +12.5% | +99.6% | +83.3% |
| YTD | +94.3% | +14.1% | +80.3% | +65.9% |
| 1Y | +15.7% | +18.9% | -3.2% | -5.6% |
| 3Y | -25.5% | +74.1% | -99.6% | -71.5% |
| All | -25.5% | +74.2% | -99.8% | -71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling