-37.7%
RGR price history and return analytics
+65.7%
-103.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +3.1% | -0.7% | +3.8% | +3.5% |
| 3M | -1.4% | +4.0% | -5.4% | -3.7% |
| 6M | +0.2% | +12.3% | -12.1% | -6.6% |
| YTD | +18.0% | +14.0% | +4.0% | +9.0% |
| 1Y | +9.5% | +20.3% | -10.8% | -1.8% |
| 3Y | -20.6% | +75.4% | -96.1% | -43.1% |
| 5Y | -37.7% | +66.0% | -103.7% | -54.2% |
| All | -37.7% | +65.7% | -103.4% | -54.2% |
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 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