+505.4%
V vs RACE
+670.3%
-165.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.3% |
| 7D | +2.9% | +5.7% | -2.7% | +0.9% |
| 30D | +14.0% | +9.3% | +4.7% | +10.3% |
| 3M | +14.9% | +3.8% | +11.0% | +13.1% |
| 6M | +31.7% | +29.8% | +1.9% | +18.3% |
| YTD | +21.2% | +15.6% | +5.6% | +12.9% |
| 1Y | +25.3% | +5.1% | +20.2% | +21.0% |
| 3Y | +77.5% | +30.8% | +46.7% | +49.1% |
| 5Y | +102.6% | +67.4% | +35.2% | +49.0% |
| 10Y | +464.3% | +793.6% | -329.3% | +142.6% |
| All | +505.4% | +670.3% | -165.0% | +140.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling