+652.2%
RGTI vs VGT
+123.9%
+528.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | -1.7% |
| 7D | +0.5% | -0.2% | +0.6% | +0.7% |
| 30D | -17.1% | -0.4% | -16.7% | -16.1% |
| 3M | -26.0% | +4.4% | -30.4% | -30.5% |
| 6M | -9.9% | +32.1% | -41.9% | -44.9% |
| YTD | -31.1% | +28.8% | -59.8% | -55.3% |
| 1Y | -8.5% | +35.3% | -43.9% | -44.9% |
| 3Y | +652.2% | +124.8% | +527.5% | +95.3% |
| All | +652.2% | +123.9% | +528.3% | +95.3% |
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