+333.1%
RCL vs VGT
+820.0%
-487.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.8% |
| 7D | -1.9% | -0.2% | -1.7% | -1.8% |
| 30D | -15.5% | -0.4% | -15.1% | -15.4% |
| 3M | -9.7% | +4.4% | -14.1% | -14.7% |
| 6M | -8.7% | +32.1% | -40.8% | -32.2% |
| YTD | -5.8% | +28.8% | -34.5% | -28.5% |
| 1Y | -24.5% | +35.3% | -59.8% | -46.2% |
| 3Y | +173.9% | +124.8% | +49.2% | +13.4% |
| 5Y | +228.0% | +137.9% | +90.1% | +28.3% |
| All | +333.1% | +820.0% | -487.0% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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