+352.5%
TRV vs RACE
+740.2%
-387.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.6% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +8.7% | +6.6% | +2.1% | +7.0% |
| 3M | +7.1% | +2.2% | +4.9% | +6.4% |
| 6M | +35.5% | +22.4% | +13.1% | +28.3% |
| YTD | +39.7% | +13.8% | +25.9% | +34.1% |
| 1Y | +44.1% | +2.2% | +41.9% | +41.9% |
| 3Y | +148.1% | +25.6% | +122.5% | +124.7% |
| 5Y | +178.6% | +71.0% | +107.6% | +126.0% |
| 10Y | +352.5% | +739.1% | -386.6% | +178.7% |
| All | +352.5% | +740.2% | -387.7% | +178.7% |
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