+916.5%
VGT vs RACE
+647.6%
+268.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.2% |
| 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% | -8.3% |
| 6M | +32.6% | +13.6% | +19.0% | +24.0% |
| YTD | +29.0% | +12.2% | +16.8% | +20.3% |
| 1Y | +39.7% | -16.3% | +56.0% | +47.1% |
| 3Y | +120.9% | +36.4% | +84.5% | +77.6% |
| 5Y | +133.6% | +95.0% | +38.6% | +56.0% |
| 10Y | +792.6% | +813.2% | -20.7% | +262.0% |
| All | +916.5% | +647.6% | +268.9% | +306.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling