+755.4%
VST vs RGTI
+4.3%
+751.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.0% | +7.8% | +1.3% |
| 7D | +19.2% | +4.9% | +14.3% | +18.7% |
| 30D | -17.2% | -19.2% | +2.0% | -16.0% |
| 3M | -8.1% | -43.9% | +35.8% | -4.7% |
| 6M | -8.1% | -45.8% | +37.7% | -5.3% |
| YTD | -16.3% | -53.4% | +37.1% | -13.4% |
| 1Y | -24.1% | -63.5% | +39.4% | -20.6% |
| 3Y | +300.2% | +964.9% | -664.7% | +236.8% |
| 5Y | +645.9% | -2.1% | +648.0% | +571.5% |
| All | +755.4% | +4.3% | +751.1% | +679.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling