-78.9%
RGTZ price history and return analytics
+16.2%
-95.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.4% | +5.1% |
| 7D | -2.7% | -1.1% | -1.5% | -10.8% |
| 30D | +22.7% | -1.0% | +23.7% | +17.0% |
| 3M | -6.1% | +3.2% | -9.2% | +40.1% |
| 6M | -83.3% | +12.5% | -95.8% | -45.5% |
| YTD | -84.1% | +14.1% | -98.1% | -32.7% |
| All | -78.9% | +16.2% | -95.0% | +37.1% |
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