+179.5%
DVA vs RACE
+793.3%
-613.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.9% |
| 7D | +2.2% | -1.0% | +3.3% | +2.5% |
| 30D | -2.0% | -1.5% | -0.5% | -1.8% |
| 3M | -6.3% | +15.5% | -21.7% | -9.9% |
| 6M | +19.4% | +17.3% | +2.1% | +13.9% |
| YTD | +58.5% | +11.1% | +47.4% | +53.0% |
| 1Y | +33.9% | -14.3% | +48.1% | +37.2% |
| 3Y | +88.4% | +40.2% | +48.3% | +65.2% |
| 5Y | +39.5% | +92.6% | -53.1% | +10.0% |
| 10Y | +179.5% | +786.6% | -607.1% | +76.2% |
| All | +179.5% | +793.3% | -613.8% | +76.2% |
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