+53.1%
RGTI vs VGT
+159.0%
-105.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +1.2% |
| 7D | -0.1% | -1.0% | +0.9% | +1.6% |
| 30D | -16.2% | -0.4% | -15.7% | -15.2% |
| 3M | -22.0% | +6.6% | -28.7% | -27.9% |
| 6M | -10.8% | +31.0% | -41.8% | -38.6% |
| YTD | -31.6% | +27.2% | -58.8% | -50.1% |
| 1Y | -6.4% | +34.5% | -40.8% | -35.9% |
| 3Y | +665.7% | +123.1% | +542.5% | +191.5% |
| 5Y | +55.6% | +135.1% | -79.4% | -43.9% |
| All | +53.1% | +159.0% | -105.9% | -44.8% |
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