+168.7%
VEA vs RACE
+647.6%
-478.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.1% |
| 7D | +1.0% | -2.5% | +3.5% | +1.8% |
| 30D | +1.9% | +0.8% | +1.2% | +1.6% |
| 3M | +3.2% | +17.2% | -13.9% | -2.7% |
| 6M | +10.2% | +13.6% | -3.4% | +4.7% |
| YTD | +18.9% | +12.2% | +6.7% | +12.9% |
| 1Y | +29.3% | -16.3% | +45.6% | +35.1% |
| 3Y | +76.8% | +36.4% | +40.3% | +49.5% |
| 5Y | +61.2% | +95.0% | -33.7% | +16.9% |
| 10Y | +163.3% | +813.2% | -649.9% | +13.6% |
| All | +168.7% | +647.6% | -478.9% | +12.0% |
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