-68.2%
RGP price history and return analytics
+65.7%
-133.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.3% |
| 7D | -11.8% | -0.1% | -11.7% | -11.7% |
| 30D | -6.4% | -0.7% | -5.7% | -5.8% |
| 3M | -16.2% | +4.0% | -20.2% | -19.4% |
| 6M | +10.0% | +12.3% | -2.2% | -2.5% |
| YTD | -19.3% | +14.0% | -33.3% | -29.6% |
| 1Y | -18.4% | +20.3% | -38.7% | -32.7% |
| 3Y | -68.7% | +75.4% | -144.2% | -81.8% |
| 5Y | -68.2% | +66.0% | -134.2% | -80.6% |
| All | -68.2% | +65.7% | -133.9% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling