+766.9%
VST vs RGTI
+64.2%
+702.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.0% | -2.4% | +1.4% |
| 7D | +9.9% | +5.5% | +4.4% | +9.5% |
| 30D | +7.9% | -11.9% | +19.8% | +8.7% |
| 3M | +3.4% | -27.4% | +30.8% | +5.1% |
| 6M | -4.1% | -7.1% | +3.0% | -4.8% |
| YTD | -5.7% | -28.6% | +22.9% | -5.2% |
| 1Y | -18.9% | +4.4% | -23.2% | -20.8% |
| 3Y | +359.1% | +698.5% | -339.4% | +282.4% |
| 5Y | +766.9% | +64.2% | +702.7% | +725.2% |
| All | +766.9% | +64.2% | +702.7% | +725.2% |
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