+275.9%
VGT vs RVMD
+622.3%
-346.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.2% | -3.0% | +2.8% | +0.3% |
| 30D | -0.4% | -0.7% | +0.3% | -0.4% |
| 3M | +4.4% | +36.5% | -32.1% | -0.4% |
| 6M | +32.1% | +104.6% | -72.5% | +17.2% |
| YTD | +28.8% | +155.8% | -127.1% | +9.2% |
| 1Y | +35.3% | +340.7% | -305.3% | +5.0% |
| 3Y | +124.8% | +519.9% | -395.2% | +58.5% |
| 5Y | +137.9% | +584.9% | -447.0% | +53.6% |
| All | +275.9% | +622.3% | -346.5% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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