+916.4%
VRT vs RGTI
+56.1%
+860.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.5% |
| 7D | -7.7% | -0.1% | -7.6% | -7.6% |
| 30D | -12.0% | -16.2% | +4.2% | -10.1% |
| 3M | -11.7% | -22.0% | +10.4% | -9.2% |
| 6M | -8.1% | -10.8% | +2.7% | -8.1% |
| YTD | +53.2% | -31.6% | +84.8% | +56.9% |
| 1Y | +81.7% | -6.4% | +88.0% | +76.5% |
| 3Y | +535.3% | +665.7% | -130.4% | +296.2% |
| 5Y | +916.4% | +55.6% | +860.7% | +941.2% |
| All | +916.4% | +56.1% | +860.2% | +941.2% |
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