+227.1%
RCL vs VGT
+134.3%
+92.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -2.2% | +1.5% | -3.7% | -3.6% |
| 30D | -15.7% | +0.5% | -16.2% | -16.3% |
| 3M | -8.0% | +5.3% | -13.2% | -13.4% |
| 6M | -10.1% | +32.4% | -42.6% | -33.1% |
| YTD | -5.9% | +28.6% | -34.5% | -28.1% |
| 1Y | -23.5% | +37.6% | -61.1% | -46.2% |
| 3Y | +174.4% | +125.5% | +48.9% | +11.8% |
| 5Y | +227.1% | +135.2% | +91.9% | +26.9% |
| All | +227.1% | +134.3% | +92.9% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling