+728.4%
VGT vs RACE
+729.2%
-0.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -2.3% |
| 7D | +2.5% | -1.2% | +3.7% | +3.0% |
| 30D | -9.5% | +6.1% | -15.6% | -12.1% |
| 3M | -9.5% | -0.3% | -9.2% | -9.7% |
| 6M | -1.8% | +23.4% | -25.2% | -12.0% |
| YTD | +18.4% | +12.5% | +5.9% | +9.4% |
| 1Y | +18.7% | -0.5% | +19.2% | +16.5% |
| 3Y | +103.8% | +23.6% | +80.2% | +68.4% |
| 5Y | +104.4% | +65.4% | +38.9% | +40.4% |
| All | +728.4% | +729.2% | -0.8% | +215.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling