+67.8%
IVV vs RACE
+65.1%
+2.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -3.7% |
| 7D | -4.8% | +5.7% | -10.4% | -6.4% |
| 30D | -5.9% | +9.3% | -15.2% | -8.5% |
| 3M | -4.5% | +3.8% | -8.4% | -5.8% |
| 6M | +1.8% | +29.8% | -28.0% | -6.9% |
| YTD | +8.4% | +15.6% | -7.2% | +2.2% |
| 1Y | +9.4% | +5.1% | +4.3% | +6.5% |
| 3Y | +75.3% | +30.8% | +44.5% | +46.3% |
| 5Y | +67.8% | +67.4% | +0.4% | +17.3% |
| All | +67.8% | +65.1% | +2.7% | +17.3% |
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