+499.4%
RZG price history and return analytics
+371.8%
+127.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +2.1% | +1.0% | +1.1% | +1.1% |
| 30D | -4.8% | -0.2% | -4.6% | -4.6% |
| 3M | +3.5% | +4.5% | -1.0% | -0.8% |
| 6M | +18.4% | +14.1% | +4.3% | +4.5% |
| YTD | +23.1% | +14.8% | +8.3% | +8.0% |
| 1Y | +23.9% | +21.2% | +2.7% | +3.3% |
| 3Y | +64.4% | +76.6% | -12.2% | -3.1% |
| 5Y | +28.3% | +66.6% | -38.3% | -19.1% |
| 10Y | +140.4% | +222.3% | -81.9% | -10.5% |
| All | +499.4% | +371.8% | +127.6% | +68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling