+160.3%
VEA vs RACE
+793.3%
-633.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +1.9% | -1.0% | +2.9% | +2.2% |
| 30D | +0.8% | -1.5% | +2.3% | +1.2% |
| 3M | +5.7% | +15.5% | -9.8% | 0.0% |
| 6M | +13.3% | +17.3% | -4.0% | +6.2% |
| YTD | +18.4% | +11.1% | +7.3% | +12.7% |
| 1Y | +27.0% | -14.3% | +41.2% | +31.6% |
| 3Y | +79.3% | +40.2% | +39.1% | +48.7% |
| 5Y | +62.1% | +92.6% | -30.4% | +16.1% |
| 10Y | +160.3% | +786.6% | -626.3% | +12.1% |
| All | +160.3% | +793.3% | -633.0% | +12.1% |
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