+442.4%
RZG vs VT
+346.0%
+96.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | -3.1% | -2.3% | -0.8% | -0.8% |
| 30D | -3.4% | -5.0% | +1.6% | +1.5% |
| 3M | -14.1% | -4.9% | -9.2% | -9.8% |
| 6M | -7.5% | -1.5% | -6.0% | -6.1% |
| YTD | +11.4% | +8.5% | +2.9% | +3.2% |
| 1Y | +13.8% | +11.4% | +2.4% | +2.8% |
| 3Y | +54.4% | +70.1% | -15.6% | -5.6% |
| 5Y | +7.4% | +53.7% | -46.3% | -26.9% |
| 10Y | +139.4% | +220.0% | -80.5% | -9.6% |
| All | +442.4% | +346.0% | +96.4% | +61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling