-2.2%
LVS vs RACE
+817.8%
-820.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -2.7% | -2.6% | -0.1% | -1.5% |
| 30D | -4.7% | -1.1% | -3.6% | -4.3% |
| 3M | -15.6% | +12.5% | -28.1% | -20.7% |
| 6M | -18.6% | +17.4% | -36.1% | -25.7% |
| YTD | -32.3% | +10.1% | -42.4% | -36.7% |
| 1Y | -18.0% | -15.1% | -2.9% | -13.5% |
| 3Y | -5.8% | +38.9% | -44.8% | -27.4% |
| 5Y | +5.7% | +90.7% | -84.9% | -32.7% |
| All | -2.2% | +817.8% | -820.0% | -62.5% |
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