-59.4%
RGTU price history and return analytics
+29.3%
-88.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -5.3% |
| 7D | +0.4% | -1.1% | +1.5% | +8.4% |
| 30D | -34.8% | -1.0% | -33.8% | -28.5% |
| 3M | -56.1% | +3.2% | -59.2% | -60.4% |
| 6M | -53.4% | +12.5% | -65.9% | -70.9% |
| YTD | -77.6% | +14.1% | -91.6% | -86.5% |
| 1Y | -76.0% | +18.9% | -94.9% | -88.8% |
| All | -59.4% | +29.3% | -88.7% | -89.8% |
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