-68.3%
RGTZ price history and return analytics
+13.3%
-81.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | 0.0% | -7.4% | -7.1% |
| 7D | +21.4% | -1.6% | +23.0% | +9.0% |
| 30D | +59.1% | -2.5% | +61.6% | +38.7% |
| 3M | +28.8% | -1.3% | +30.1% | +31.8% |
| 6M | -61.6% | +3.1% | -64.7% | -31.7% |
| YTD | -76.2% | +10.9% | -87.1% | -17.2% |
| All | -68.3% | +13.3% | -81.5% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling