+294.9%
SCHW vs RACE
+844.0%
-549.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.5% |
| 7D | -1.9% | +0.9% | -2.8% | -2.2% |
| 30D | -1.6% | +1.6% | -3.2% | -2.3% |
| 3M | +21.3% | +13.2% | +8.1% | +15.2% |
| 6M | +16.5% | +22.9% | -6.4% | +6.4% |
| YTD | +8.4% | +13.3% | -4.8% | +1.4% |
| 1Y | +15.6% | -12.7% | +28.3% | +19.0% |
| 3Y | +86.8% | +40.3% | +46.6% | +48.5% |
| 5Y | +60.5% | +96.5% | -36.0% | +5.3% |
| All | +294.9% | +844.0% | -549.1% | +38.0% |
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