+906.3%
RCL vs VGT
+2,088.1%
-1,181.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +2.4% |
| 7D | -1.2% | +2.5% | -3.6% | -4.2% |
| 30D | +17.8% | -9.5% | +27.3% | +30.7% |
| 3M | +4.9% | -9.5% | +14.4% | +15.7% |
| 6M | +23.7% | -1.8% | +25.5% | +21.6% |
| YTD | +17.8% | +18.4% | -0.6% | -7.9% |
| 1Y | +28.9% | +18.7% | +10.2% | -0.3% |
| 3Y | +241.9% | +103.8% | +138.1% | +32.6% |
| 5Y | +295.4% | +104.4% | +191.0% | +53.6% |
| 10Y | +344.1% | +716.9% | -372.8% | -73.3% |
| All | +906.3% | +2,088.1% | -1,181.8% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling