+954.4%
VTI vs RIG
-87.7%
+1,042.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.3% |
| 7D | +0.6% | -2.7% | +3.4% | +1.0% |
| 30D | -1.1% | +9.5% | -10.6% | -2.5% |
| 3M | +3.9% | -6.6% | +10.5% | +4.5% |
| 6M | +14.6% | -2.9% | +17.5% | +14.0% |
| YTD | +13.3% | +39.5% | -26.2% | +6.3% |
| 1Y | +19.2% | +82.3% | -63.1% | +6.7% |
| 3Y | +77.4% | -29.6% | +107.0% | +75.9% |
| 5Y | +74.0% | +63.2% | +10.9% | +41.8% |
| 10Y | +294.6% | -45.0% | +339.6% | +192.5% |
| All | +954.4% | -87.7% | +1,042.1% | +701.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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