+36.8%
RKT vs VGT
+123.9%
-87.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.8% |
| 7D | -6.3% | -0.2% | -6.1% | -6.2% |
| 30D | -6.2% | -0.4% | -5.8% | -5.9% |
| 3M | -1.9% | +4.4% | -6.3% | -4.4% |
| 6M | -13.0% | +32.1% | -45.1% | -25.8% |
| YTD | -31.9% | +28.8% | -60.7% | -41.1% |
| 1Y | -37.6% | +35.3% | -72.9% | -47.4% |
| 3Y | +36.8% | +124.8% | -87.9% | -36.5% |
| All | +36.8% | +123.9% | -87.1% | -36.5% |
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