-59.2%
RGP price history and return analytics
+226.9%
-286.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.4% |
| 7D | -8.3% | -2.0% | -6.3% | -6.4% |
| 30D | -5.5% | -1.4% | -4.0% | -4.1% |
| 3M | -16.1% | +4.7% | -20.8% | -19.9% |
| 6M | +12.5% | +11.4% | +1.1% | +0.4% |
| YTD | -18.9% | +13.1% | -31.9% | -28.6% |
| 1Y | -16.8% | +19.0% | -35.8% | -30.5% |
| 3Y | -68.6% | +73.9% | -142.5% | -81.7% |
| 5Y | -68.3% | +65.4% | -133.7% | -80.7% |
| All | -59.2% | +226.9% | -286.1% | -88.9% |
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