-90.7%
RGS price history and return analytics
+223.7%
-314.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -5.0% |
| 7D | -19.6% | +0.4% | -20.0% | -18.8% |
| 30D | -19.5% | -2.6% | -16.9% | -15.4% |
| 3M | -15.7% | -3.2% | -12.4% | -10.9% |
| 6M | -15.3% | +0.9% | -16.2% | -16.0% |
| YTD | -14.6% | +11.3% | -25.9% | -26.3% |
| 1Y | -13.8% | +14.0% | -27.8% | -28.3% |
| 3Y | +196.4% | +75.8% | +120.5% | +34.5% |
| 5Y | -59.0% | +57.8% | -116.8% | -78.2% |
| 10Y | -90.7% | +219.8% | -310.5% | -97.9% |
| All | -90.7% | +223.7% | -314.4% | -97.9% |
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