+25.2%
VZ vs RGTI
-69.7%
+95.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +2.1% |
| 7D | +6.9% | -9.6% | +16.5% | +6.5% |
| 30D | +2.3% | -26.0% | +28.3% | +1.2% |
| 3M | 0.0% | -35.8% | +35.8% | -1.4% |
| 6M | +0.2% | -36.7% | +36.9% | -0.3% |
| YTD | +20.9% | -49.4% | +70.3% | +20.3% |
| 1Y | +25.2% | -68.1% | +93.4% | +23.7% |
| All | +25.2% | -69.7% | +95.0% | +23.7% |
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