+19.9%
VGT vs RACE
+10.6%
+9.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.0% | -0.5% |
| 7D | -6.5% | +9.9% | -16.4% | -8.0% |
| 30D | -10.6% | +12.8% | -23.4% | -12.4% |
| 3M | -3.7% | +7.4% | -11.1% | -4.9% |
| 6M | +10.4% | +27.6% | -17.2% | +5.7% |
| YTD | +23.1% | +18.4% | +4.7% | +17.8% |
| 1Y | +19.9% | +9.5% | +10.4% | +15.5% |
| All | +19.9% | +10.6% | +9.3% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling