+359.1%
VST vs RGTI
+714.9%
-355.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.0% | -2.4% | +1.3% |
| 7D | +9.9% | +5.5% | +4.4% | +9.4% |
| 30D | +7.9% | -11.9% | +19.8% | +9.0% |
| 3M | +3.4% | -27.4% | +30.8% | +5.6% |
| 6M | -4.1% | -7.1% | +3.0% | -5.0% |
| YTD | -5.7% | -28.6% | +22.9% | -5.1% |
| 1Y | -18.9% | +4.4% | -23.2% | -21.5% |
| 3Y | +359.1% | +698.5% | -339.4% | +233.9% |
| All | +359.1% | +714.9% | -355.9% | +233.9% |
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