+98.6%
VGT vs RACE
+65.0%
+33.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +2.0% |
| 7D | -7.2% | +5.1% | -12.3% | -9.2% |
| 30D | -16.1% | +7.7% | -23.8% | -18.8% |
| 3M | -9.2% | +2.2% | -11.3% | -10.2% |
| 6M | -0.7% | +23.8% | -24.5% | -10.3% |
| YTD | +15.6% | +13.9% | +1.7% | +7.2% |
| 1Y | +14.4% | +3.8% | +10.6% | +10.7% |
| 3Y | +105.2% | +28.0% | +77.2% | +61.6% |
| All | +98.6% | +65.0% | +33.6% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling