-59.6%
RGTU price history and return analytics
+29.2%
-88.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -2.8% |
| 7D | +4.4% | -0.1% | +4.5% | +5.3% |
| 30D | -29.1% | -0.7% | -28.5% | -23.8% |
| 3M | -51.7% | +4.0% | -55.7% | -58.6% |
| 6M | -57.2% | +12.3% | -69.5% | -72.8% |
| YTD | -77.6% | +14.0% | -91.7% | -86.5% |
| 1Y | -75.6% | +20.3% | -95.9% | -89.5% |
| All | -59.6% | +29.2% | -88.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling