+558.1%
VRT vs RGTI
+671.2%
-113.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -10.9% |
| 6M | -4.1% | -9.9% | +5.7% | -4.2% |
| YTD | +58.7% | -31.1% | +89.8% | +62.2% |
| 1Y | +89.6% | -8.5% | +98.1% | +85.9% |
| 3Y | +558.1% | +652.2% | -94.1% | +376.6% |
| All | +558.1% | +671.2% | -113.1% | +376.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling