+720.6%
RCL vs VGT
+2,283.9%
-1,563.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.5% |
| 7D | -5.1% | +1.0% | -6.1% | -6.2% |
| 30D | -19.0% | +1.3% | -20.3% | -20.5% |
| 3M | -9.6% | -1.1% | -8.4% | -10.1% |
| 6M | -6.7% | +32.6% | -39.3% | -34.8% |
| YTD | -3.9% | +29.0% | -32.9% | -31.0% |
| 1Y | -25.1% | +39.7% | -64.8% | -51.9% |
| 3Y | +179.1% | +120.9% | +58.2% | +0.1% |
| 5Y | +243.3% | +133.6% | +109.8% | +14.8% |
| 10Y | +325.8% | +792.6% | -466.8% | -76.6% |
| All | +720.6% | +2,283.9% | -1,563.3% | -86.7% |
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