+51.9%
RSP vs VGT
+134.6%
-82.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.4% | +1.8% | -2.2% | -1.2% |
| 30D | -1.5% | -0.3% | -1.2% | -1.5% |
| 3M | +4.8% | +3.4% | +1.4% | +2.6% |
| 6M | +10.3% | +35.0% | -24.7% | -6.0% |
| YTD | +14.1% | +28.8% | -14.7% | -0.6% |
| 1Y | +17.0% | +38.0% | -21.0% | -2.0% |
| 3Y | +54.2% | +125.8% | -71.6% | -4.1% |
| All | +51.9% | +134.6% | -82.7% | -11.6% |
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