-1.5%
RGR price history and return analytics
+226.9%
-228.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +1.0% | -2.0% | +3.0% | +1.9% |
| 30D | +0.9% | -1.4% | +2.4% | +1.6% |
| 3M | -2.8% | +4.7% | -7.5% | -4.9% |
| 6M | -1.4% | +11.4% | -12.7% | -6.3% |
| YTD | +16.3% | +13.1% | +3.3% | +9.7% |
| 1Y | +4.8% | +19.0% | -14.2% | -3.3% |
| 3Y | -21.7% | +73.9% | -95.7% | -39.3% |
| 5Y | -38.1% | +65.4% | -103.5% | -51.4% |
| All | -1.5% | +226.9% | -228.3% | -38.9% |
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