+179.4%
RCL vs VGT
+126.0%
+53.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -0.5% | +1.8% | -2.3% | -1.9% |
| 30D | -17.3% | -0.3% | -17.0% | -17.3% |
| 3M | -2.8% | +3.4% | -6.1% | -6.2% |
| 6M | -4.4% | +35.0% | -39.4% | -27.4% |
| YTD | -4.2% | +28.8% | -32.9% | -24.4% |
| 1Y | -23.4% | +38.0% | -61.4% | -44.0% |
| 3Y | +179.4% | +125.8% | +53.6% | +23.6% |
| All | +179.4% | +126.0% | +53.4% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling