+739.1%
RACE vs RVTY
+212.9%
+526.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.4% |
| 7D | +0.2% | -2.7% | +2.9% | +1.1% |
| 30D | +6.6% | +3.2% | +3.4% | +5.1% |
| 3M | +2.2% | +37.2% | -35.0% | -9.5% |
| 6M | +22.4% | +57.7% | -35.3% | +2.5% |
| YTD | +13.8% | +64.8% | -51.1% | -7.4% |
| 1Y | +2.2% | +72.8% | -70.6% | -18.6% |
| 3Y | +25.6% | +89.8% | -64.2% | -9.2% |
| 5Y | +71.0% | -8.4% | +79.4% | +67.4% |
| 10Y | +739.1% | +219.5% | +519.6% | +312.9% |
| All | +739.1% | +212.9% | +526.2% | +312.9% |
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