-60.4%
RGS price history and return analytics
+59.8%
-120.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.3% |
| 7D | -25.4% | -0.7% | -24.7% | -24.0% |
| 30D | -17.4% | -1.7% | -15.7% | -14.9% |
| 3M | -13.3% | -2.3% | -10.9% | -10.2% |
| 6M | -12.2% | +1.5% | -13.7% | -13.1% |
| YTD | -14.6% | +12.0% | -26.6% | -24.4% |
| 1Y | -15.2% | +12.9% | -28.1% | -25.7% |
| 3Y | +196.3% | +74.9% | +121.3% | +61.8% |
| 5Y | -60.4% | +59.9% | -120.3% | -75.5% |
| All | -60.4% | +59.8% | -120.1% | -75.5% |
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