+296.7%
VST vs RGTI
+885.7%
-589.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | -0.4% |
| 7D | +6.6% | -18.1% | +24.7% | +8.6% |
| 30D | -12.4% | -17.6% | +5.3% | -10.8% |
| 3M | -9.0% | -48.3% | +39.3% | -3.6% |
| 6M | -6.4% | -47.8% | +41.3% | -2.2% |
| YTD | -17.2% | -56.6% | +39.4% | -12.9% |
| 1Y | -22.0% | -61.8% | +39.8% | -17.4% |
| 3Y | +296.7% | +807.5% | -510.9% | +206.9% |
| All | +296.7% | +885.7% | -589.0% | +206.9% |
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