+83.1%
IVV vs RACE
+93.6%
-10.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.2% |
| 7D | +0.1% | -2.5% | +2.6% | +0.9% |
| 30D | +0.1% | +0.8% | -0.7% | -0.3% |
| 3M | +2.0% | +17.2% | -15.2% | -3.4% |
| 6M | +13.0% | +13.6% | -0.5% | +7.7% |
| YTD | +13.6% | +12.2% | +1.4% | +8.2% |
| 1Y | +20.1% | -16.3% | +36.3% | +25.7% |
| 3Y | +77.6% | +36.4% | +41.2% | +44.6% |
| All | +83.1% | +93.6% | -10.5% | +22.7% |
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