+65.2%
ROG price history and return analytics
+221.8%
-156.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.9% |
| 7D | +3.0% | +2.4% | +0.7% | +0.2% |
| 30D | -10.1% | -1.5% | -8.6% | -7.8% |
| 3M | -8.8% | -4.1% | -4.7% | -3.2% |
| 6M | -12.2% | +0.6% | -12.8% | -11.5% |
| YTD | +37.2% | +11.0% | +26.2% | +22.7% |
| 1Y | +58.4% | +13.3% | +45.1% | +38.3% |
| 3Y | +1.6% | +73.4% | -71.8% | -45.4% |
| 5Y | -53.4% | +57.4% | -110.9% | -72.3% |
| All | +65.2% | +221.8% | -156.6% | -64.4% |
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