+135.2%
VGT vs RACE
+94.3%
+40.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.1% |
| 7D | +1.0% | -2.5% | +3.5% | +2.1% |
| 30D | +1.3% | +0.8% | +0.5% | +0.8% |
| 3M | -1.1% | +17.2% | -18.3% | -8.1% |
| 6M | +32.6% | +13.6% | +19.0% | +24.2% |
| YTD | +29.0% | +12.2% | +16.8% | +20.6% |
| 1Y | +39.7% | -16.3% | +56.0% | +48.7% |
| 3Y | +120.9% | +36.4% | +84.5% | +66.3% |
| All | +135.2% | +94.3% | +40.8% | +36.6% |
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