+79.4%
ROG price history and return analytics
+217.6%
-138.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -3.2% | -0.1% | -3.1% | -2.8% |
| 30D | -13.0% | -3.1% | -9.9% | -9.0% |
| 3M | -0.1% | -3.5% | +3.4% | +5.1% |
| 6M | -8.8% | +0.5% | -9.3% | -7.9% |
| YTD | +40.1% | +10.8% | +29.3% | +25.6% |
| 1Y | +50.8% | +11.9% | +38.9% | +33.8% |
| 3Y | +2.6% | +73.0% | -70.4% | -44.7% |
| 5Y | -52.3% | +58.6% | -111.0% | -72.0% |
| 10Y | +79.4% | +219.2% | -139.8% | -59.4% |
| All | +79.4% | +217.6% | -138.2% | -59.4% |
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