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Stock and ETF performance explorer

RGC price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,017.1%
VT return
+69.9%
Excess return
+1,947.2%
Maximum drawdown
-93.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-14.2%-0.6%-13.6%-13.9%
7D-7.3%-0.1%-7.2%-7.2%
30D+10.8%-0.7%+11.5%+11.2%
3M-71.2%+4.0%-75.2%-71.7%
6M-77.4%+12.3%-89.7%-78.7%
YTD-72.1%+14.0%-86.2%-73.7%
1Y-56.9%+20.3%-77.2%-60.0%
3Y+1,392.9%+75.4%+1,317.5%+1,039.8%
5Y+719.7%+66.0%+653.7%+872.1%
All+2,017.1%+69.9%+1,947.2%+1,821.2%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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