+69.6%
V vs RGTI
+56.1%
+13.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +1.2% | -16.2% | +17.4% | +1.6% |
| 3M | +13.9% | -22.0% | +35.9% | +14.3% |
| 6M | +17.2% | -10.8% | +28.0% | +16.7% |
| YTD | +5.3% | -31.6% | +36.9% | +5.4% |
| 1Y | +9.5% | -6.4% | +15.8% | +8.0% |
| 3Y | +51.9% | +665.7% | -613.7% | +34.4% |
| 5Y | +69.6% | +55.6% | +13.9% | +60.8% |
| All | +69.6% | +56.1% | +13.4% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling