+718.4%
VTV vs RIG
-77.2%
+795.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | +0.3% | -2.7% | +3.0% | +0.7% |
| 30D | +0.1% | +9.5% | -9.4% | -1.3% |
| 3M | +6.2% | -6.6% | +12.8% | +6.8% |
| 6M | +13.5% | -2.9% | +16.3% | +12.9% |
| YTD | +18.9% | +39.5% | -20.6% | +11.7% |
| 1Y | +25.8% | +82.3% | -56.5% | +12.9% |
| 3Y | +68.7% | -29.6% | +98.3% | +67.4% |
| 5Y | +80.3% | +63.2% | +17.2% | +46.8% |
| 10Y | +226.3% | -45.0% | +271.3% | +142.4% |
| All | +718.4% | -77.2% | +795.6% | +617.9% |
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