+63.2%
RIG price history and return analytics
+66.2%
-3.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | -2.7% | +1.0% | -3.7% | -4.1% |
| 30D | +9.5% | -0.2% | +9.7% | +9.7% |
| 3M | -6.6% | +4.5% | -11.2% | -13.2% |
| 6M | -2.9% | +14.1% | -16.9% | -22.0% |
| YTD | +39.5% | +14.8% | +24.7% | +11.5% |
| 1Y | +82.3% | +21.2% | +61.1% | +34.6% |
| 3Y | -29.6% | +76.6% | -106.2% | -69.6% |
| 5Y | +63.2% | +66.6% | -3.4% | -21.2% |
| All | +63.2% | +66.2% | -3.0% | -21.2% |
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 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