+313.4%
IVV vs RACE
+741.5%
-428.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | -3.9% | +2.9% | +0.5% |
| 30D | -2.3% | +6.8% | -9.2% | -4.7% |
| 3M | -1.2% | +1.3% | -2.5% | -1.8% |
| 6M | +3.3% | +26.3% | -23.0% | -5.8% |
| YTD | +12.3% | +13.8% | -1.5% | +5.5% |
| 1Y | +12.5% | -0.5% | +13.0% | +11.1% |
| 3Y | +79.2% | +25.6% | +53.5% | +53.7% |
| 5Y | +75.6% | +67.6% | +8.0% | +30.0% |
| 10Y | +313.4% | +724.7% | -411.3% | +94.1% |
| All | +313.4% | +741.5% | -428.1% | +94.1% |
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