+792.6%
VGT vs RACE
+793.3%
-0.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | +1.8% | -1.0% | +2.9% | +2.3% |
| 30D | -0.3% | -1.5% | +1.2% | +0.3% |
| 3M | +3.4% | +15.5% | -12.1% | -4.0% |
| 6M | +35.0% | +17.3% | +17.7% | +23.6% |
| YTD | +28.8% | +11.1% | +17.6% | +20.0% |
| 1Y | +38.0% | -14.3% | +52.3% | +44.1% |
| 3Y | +125.8% | +40.2% | +85.6% | +74.0% |
| 5Y | +134.7% | +92.6% | +42.2% | +50.0% |
| 10Y | +792.6% | +786.6% | +6.0% | +220.8% |
| All | +792.6% | +793.3% | -0.7% | +220.8% |
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