+142.2%
IEFA vs RACE
+832.2%
-690.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.5% |
| 7D | -2.4% | -2.2% | -0.2% | -1.7% |
| 30D | -2.1% | -0.4% | -1.7% | -2.1% |
| 3M | +5.5% | +17.9% | -12.4% | -0.9% |
| 6M | +8.1% | +19.3% | -11.2% | +0.7% |
| YTD | +11.9% | +11.9% | +0.1% | +6.2% |
| 1Y | +18.1% | -12.7% | +30.8% | +21.6% |
| 3Y | +65.5% | +41.1% | +24.4% | +37.1% |
| 5Y | +50.1% | +94.1% | -44.0% | +7.4% |
| All | +142.2% | +832.2% | -690.1% | +5.5% |
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