+1,075.6%
VRT vs RGTI
+54.2%
+1,021.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | -8.4% | +0.5% | -8.8% | -8.4% |
| 30D | -10.9% | -17.1% | +6.2% | -8.9% |
| 3M | -13.7% | -26.0% | +12.3% | -10.7% |
| 6M | -4.1% | -9.9% | +5.7% | -4.3% |
| YTD | +58.7% | -31.1% | +89.8% | +62.4% |
| 1Y | +89.6% | -8.5% | +98.1% | +84.7% |
| 3Y | +558.1% | +652.2% | -94.1% | +311.2% |
| 5Y | +953.0% | +56.8% | +896.2% | +973.6% |
| All | +1,075.6% | +54.2% | +1,021.4% | +1,074.5% |
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