+69.5%
V vs RGTI
+54.2%
+15.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | +3.1% | -17.1% | +20.2% | +3.4% |
| 3M | +16.3% | -26.0% | +42.3% | +16.9% |
| 6M | +20.4% | -9.9% | +30.2% | +19.8% |
| YTD | +6.3% | -31.1% | +37.3% | +6.3% |
| 1Y | +8.7% | -8.5% | +17.2% | +7.3% |
| 3Y | +53.3% | +652.2% | -598.9% | +35.7% |
| 5Y | +71.1% | +56.8% | +14.3% | +64.9% |
| All | +69.5% | +54.2% | +15.3% | +61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling