+354.9%
IVV vs RACE
+688.6%
-333.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.6% | +0.2% |
| 7D | -0.7% | +9.9% | -10.6% | -3.9% |
| 30D | -1.0% | +12.8% | -13.8% | -5.0% |
| 3M | -0.3% | +7.4% | -7.7% | -2.9% |
| 6M | +7.4% | +27.6% | -20.2% | -2.0% |
| YTD | +13.4% | +18.4% | -5.0% | +5.5% |
| 1Y | +14.8% | +9.5% | +5.3% | +9.6% |
| 3Y | +83.3% | +33.9% | +49.4% | +56.0% |
| 5Y | +76.1% | +74.9% | +1.3% | +32.4% |
| 10Y | +333.3% | +814.9% | -481.6% | +103.0% |
| All | +354.9% | +688.6% | -333.7% | +106.2% |
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