+800.0%
VGT vs RRC
+4.6%
+795.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.4% |
| 7D | -0.2% | -2.0% | +1.9% | +0.1% |
| 30D | -0.4% | +2.4% | -2.8% | -0.7% |
| 3M | +4.4% | +8.6% | -4.1% | +3.3% |
| 6M | +32.1% | -1.4% | +33.5% | +31.8% |
| YTD | +28.8% | +17.3% | +11.5% | +25.7% |
| 1Y | +35.3% | +18.1% | +17.2% | +31.8% |
| 3Y | +124.8% | +32.8% | +92.0% | +114.5% |
| 5Y | +137.9% | +147.6% | -9.7% | +109.0% |
| All | +800.0% | +4.6% | +795.3% | +605.2% |
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