+617.4%
RVMD vs RACE
+149.6%
+467.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.9% |
| 7D | -1.2% | -1.0% | -0.2% | -0.8% |
| 30D | +1.1% | -1.5% | +2.6% | +1.4% |
| 3M | +39.6% | +15.5% | +24.2% | +29.7% |
| 6M | +110.7% | +17.3% | +93.4% | +93.1% |
| YTD | +160.3% | +11.1% | +149.2% | +142.7% |
| 1Y | +404.9% | -14.3% | +419.2% | +428.4% |
| 3Y | +545.5% | +40.2% | +505.3% | +381.8% |
| 5Y | +584.7% | +92.6% | +492.1% | +313.2% |
| All | +617.4% | +149.6% | +467.8% | +258.1% |
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