+23.9%
RZG vs VT
+21.4%
+2.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +2.1% | +1.0% | +1.1% | +0.9% |
| 30D | -4.8% | -0.2% | -4.6% | -4.6% |
| 3M | +3.5% | +4.5% | -1.0% | -1.4% |
| 6M | +18.4% | +14.1% | +4.3% | +1.5% |
| YTD | +23.1% | +14.8% | +8.3% | +4.4% |
| 1Y | +23.9% | +21.2% | +2.7% | -3.5% |
| All | +23.9% | +21.4% | +2.5% | -3.5% |
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 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