+717.0%
VGT vs RACE
+740.2%
-23.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -4.1% | +0.2% | -4.4% | -4.2% |
| 30D | -13.6% | +6.6% | -20.3% | -16.2% |
| 3M | -8.0% | +2.2% | -10.2% | -9.2% |
| 6M | -1.5% | +22.4% | -23.9% | -11.4% |
| YTD | +17.7% | +13.8% | +3.9% | +8.3% |
| 1Y | +13.8% | +2.2% | +11.6% | +10.2% |
| 3Y | +101.6% | +25.6% | +76.0% | +65.2% |
| 5Y | +106.7% | +71.0% | +35.7% | +39.8% |
| 10Y | +717.0% | +739.1% | -22.1% | +204.5% |
| All | +717.0% | +740.2% | -23.2% | +204.5% |
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 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