+210.3%
RSP vs VGT
+730.3%
-520.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +1.8% | +5.6% | -3.9% | -1.4% |
| 30D | +3.5% | -10.6% | +14.1% | +9.7% |
| 3M | +0.2% | -6.9% | +7.1% | +3.6% |
| 6M | +9.1% | +0.9% | +8.2% | +6.7% |
| YTD | +16.6% | +20.4% | -3.8% | +2.1% |
| 1Y | +17.9% | +17.4% | +0.5% | +4.7% |
| 3Y | +64.6% | +106.3% | -41.7% | -0.3% |
| 5Y | +48.4% | +107.9% | -59.5% | -12.6% |
| All | +210.3% | +730.3% | -520.0% | -26.0% |
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