+29.3%
V vs RGTI
-69.7%
+99.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +3.9% |
| 7D | +9.0% | -9.6% | +18.6% | +8.9% |
| 30D | +18.1% | -26.0% | +44.1% | +17.9% |
| 3M | +18.3% | -35.8% | +54.1% | +18.0% |
| 6M | +34.1% | -36.7% | +70.8% | +32.9% |
| YTD | +25.2% | -49.4% | +74.6% | +24.4% |
| 1Y | +29.3% | -68.1% | +97.5% | +29.4% |
| All | +29.3% | -69.7% | +99.0% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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