+127.1%
RGS price history and return analytics
+69.7%
+57.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -18.9% | -2.3% | -16.6% | -15.0% |
| 30D | -19.0% | -5.0% | -14.0% | -12.5% |
| 3M | -16.4% | -4.9% | -11.5% | -10.1% |
| 6M | -10.4% | -1.5% | -8.8% | -7.9% |
| YTD | -13.3% | +8.5% | -21.7% | -21.3% |
| 1Y | -17.2% | +11.4% | -28.5% | -27.7% |
| 3Y | +127.1% | +70.1% | +57.0% | -32.3% |
| All | +127.1% | +69.7% | +57.3% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling