+728.4%
VGT vs RRC
+73.1%
+655.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | +2.5% | +6.4% | -3.9% | +1.7% |
| 30D | -9.5% | +23.9% | -33.4% | -11.8% |
| 3M | -9.5% | +30.2% | -39.7% | -12.4% |
| 6M | -1.8% | +26.3% | -28.0% | -4.8% |
| YTD | +18.4% | +48.1% | -29.7% | +12.3% |
| 1Y | +18.7% | +37.7% | -18.9% | +13.5% |
| 3Y | +103.8% | +60.3% | +43.5% | +90.1% |
| 5Y | +104.4% | +135.3% | -30.9% | +79.4% |
| All | +728.4% | +73.1% | +655.3% | +526.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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