-5.4%
RKT vs VGT
+103.7%
-109.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.3% |
| 7D | -9.0% | +2.5% | -11.4% | -10.7% |
| 30D | +30.2% | -9.5% | +39.7% | +38.8% |
| 3M | -8.8% | -9.5% | +0.7% | -2.9% |
| 6M | -0.9% | -1.8% | +0.8% | -1.6% |
| YTD | -29.2% | +18.4% | -47.6% | -39.4% |
| 1Y | -20.1% | +18.7% | -38.8% | -31.8% |
| 3Y | +81.3% | +103.8% | -22.5% | -11.1% |
| All | -5.4% | +103.7% | -109.0% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling