+14.0%
VZ vs RGTI
-2.8%
+16.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.5% | -0.4% |
| 7D | +1.5% | -18.1% | +19.6% | +1.4% |
| 30D | +4.4% | -17.6% | +22.0% | +4.3% |
| 3M | -2.4% | -48.3% | +46.0% | -2.5% |
| 6M | +1.4% | -47.8% | +49.2% | +1.3% |
| YTD | +21.4% | -56.6% | +78.0% | +21.3% |
| 1Y | +20.3% | -61.8% | +82.1% | +20.2% |
| 3Y | +57.4% | +807.5% | -750.2% | +52.3% |
| 5Y | +21.9% | -8.8% | +30.8% | +15.0% |
| All | +14.0% | -2.8% | +16.8% | +8.5% |
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