+205.5%
RSP vs VGT
+818.7%
-613.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -1.8% | +1.5% | -3.3% | -2.6% |
| 30D | -2.5% | +0.5% | -3.1% | -2.9% |
| 3M | +3.0% | +5.3% | -2.3% | -0.7% |
| 6M | +8.9% | +32.4% | -23.5% | -8.9% |
| YTD | +13.0% | +28.6% | -15.6% | -4.1% |
| 1Y | +16.2% | +37.6% | -21.4% | -5.7% |
| 3Y | +52.7% | +125.5% | -72.8% | -11.8% |
| 5Y | +50.5% | +135.2% | -84.7% | -17.6% |
| All | +205.5% | +818.7% | -613.2% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling