-41.2%
RIG price history and return analytics
+226.9%
-268.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +2.6% |
| 7D | -4.2% | -2.0% | -2.2% | -0.7% |
| 30D | -0.7% | -1.4% | +0.7% | +1.7% |
| 3M | -4.0% | +4.7% | -8.7% | -12.8% |
| 6M | -6.3% | +11.4% | -17.7% | -25.7% |
| YTD | +39.7% | +13.1% | +26.7% | +8.3% |
| 1Y | +78.1% | +19.0% | +59.1% | +25.9% |
| 3Y | -29.5% | +73.9% | -103.4% | -75.1% |
| 5Y | +65.3% | +65.4% | -0.1% | -34.6% |
| All | -41.2% | +226.9% | -268.1% | -91.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling