+9.4%
VTI vs RGTI
-72.9%
+82.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.1% | +7.8% | -3.3% |
| 7D | -4.7% | -18.3% | +13.6% | -3.1% |
| 30D | -5.8% | -35.1% | +29.3% | -2.7% |
| 3M | -4.8% | -41.3% | +36.5% | -1.1% |
| 6M | +1.5% | -46.1% | +47.6% | +4.9% |
| YTD | +8.5% | -55.5% | +64.0% | +11.6% |
| 1Y | +9.4% | -73.6% | +83.0% | +15.9% |
| All | +9.4% | -72.9% | +82.3% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling