+734.9%
RACE vs RVTY
+217.6%
+517.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -3.0% | -0.6% |
| 7D | +3.9% | +6.0% | -2.1% | +1.6% |
| 30D | +7.4% | +4.3% | +3.1% | +5.5% |
| 3M | +1.6% | +40.2% | -38.6% | -10.7% |
| 6M | +23.3% | +59.3% | -36.0% | +2.9% |
| YTD | +14.7% | +66.5% | -51.9% | -7.0% |
| 1Y | +2.5% | +77.5% | -74.9% | -19.1% |
| 3Y | +28.0% | +92.5% | -64.5% | -8.0% |
| 5Y | +69.8% | -6.8% | +76.6% | +65.0% |
| 10Y | +734.9% | +225.4% | +509.5% | +310.3% |
| All | +734.9% | +217.6% | +517.3% | +310.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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