+449.7%
V vs RACE
+740.1%
-290.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | +2.2% | +5.1% | -2.9% | +0.2% |
| 30D | +13.6% | +7.7% | +5.9% | +10.3% |
| 3M | +14.3% | +2.2% | +12.1% | +13.1% |
| 6M | +33.1% | +23.8% | +9.3% | +20.9% |
| YTD | +21.2% | +13.9% | +7.3% | +13.0% |
| 1Y | +26.4% | +3.8% | +22.7% | +22.4% |
| 3Y | +77.6% | +28.0% | +49.5% | +47.2% |
| 5Y | +102.6% | +64.9% | +37.7% | +44.1% |
| All | +449.7% | +740.1% | -290.4% | +103.6% |
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