+800.0%
VGT vs RSG
+428.9%
+371.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.5% | +0.8% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -0.4% | +4.0% | -4.4% | -2.4% |
| 3M | +4.4% | +7.4% | -2.9% | 0.0% |
| 6M | +32.1% | +0.1% | +32.0% | +30.2% |
| YTD | +28.8% | +6.0% | +22.8% | +22.6% |
| 1Y | +35.3% | -3.0% | +38.3% | +34.9% |
| 3Y | +124.8% | +56.5% | +68.3% | +62.5% |
| 5Y | +137.9% | +90.9% | +47.0% | +48.2% |
| All | +800.0% | +428.9% | +371.0% | +212.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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