+21.0%
VZ vs RGTI
+53.1%
-32.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +5.7% | -16.2% | +21.9% | +5.7% |
| 3M | +8.2% | -22.0% | +30.3% | +8.2% |
| 6M | +1.7% | -10.8% | +12.5% | +1.7% |
| YTD | +28.9% | -31.6% | +60.4% | +28.9% |
| 1Y | +22.7% | -6.4% | +29.1% | +22.6% |
| 3Y | +82.7% | +665.7% | -583.0% | +77.6% |
| 5Y | +26.4% | +55.6% | -29.2% | +17.9% |
| All | +21.0% | +53.1% | -32.1% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling