+2,260.0%
VGT vs RSG
+2,038.1%
+221.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +1.5% | 0.0% | +1.5% | +1.5% |
| 30D | +0.5% | +3.7% | -3.1% | -1.3% |
| 3M | +5.3% | +6.2% | -0.9% | +1.4% |
| 6M | +32.4% | -2.8% | +35.2% | +32.3% |
| YTD | +28.6% | +5.9% | +22.7% | +22.7% |
| 1Y | +37.6% | -1.8% | +39.4% | +35.8% |
| 3Y | +125.5% | +57.5% | +68.0% | +71.4% |
| 5Y | +135.2% | +91.1% | +44.1% | +60.0% |
| 10Y | +812.9% | +428.1% | +384.8% | +271.0% |
| All | +2,260.0% | +2,038.1% | +221.9% | +400.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling