+355.8%
IVV vs RACE
+647.6%
-291.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.2% |
| 7D | +0.1% | -2.5% | +2.6% | +1.0% |
| 30D | +0.1% | +0.8% | -0.7% | -0.3% |
| 3M | +2.0% | +17.2% | -15.2% | -3.8% |
| 6M | +13.0% | +13.6% | -0.5% | +7.3% |
| YTD | +13.6% | +12.2% | +1.4% | +7.7% |
| 1Y | +20.1% | -16.3% | +36.3% | +25.2% |
| 3Y | +77.6% | +36.4% | +41.2% | +49.6% |
| 5Y | +82.5% | +95.0% | -12.5% | +31.8% |
| 10Y | +316.5% | +813.2% | -496.7% | +96.7% |
| All | +355.8% | +647.6% | -291.8% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling