+155.3%
VEA vs RACE
+658.2%
-502.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.3% | -3.9% | +2.6% | +0.1% |
| 30D | 0.0% | +6.8% | -6.9% | -2.3% |
| 3M | -3.6% | +1.3% | -4.9% | -4.2% |
| 6M | -0.5% | +26.3% | -26.8% | -8.9% |
| YTD | +13.0% | +13.8% | -0.8% | +6.6% |
| 1Y | +16.3% | -0.5% | +16.7% | +15.0% |
| 3Y | +74.4% | +25.6% | +48.8% | +52.5% |
| 5Y | +55.8% | +67.6% | -11.8% | +19.4% |
| 10Y | +161.1% | +724.7% | -563.6% | +16.3% |
| All | +155.3% | +658.2% | -502.9% | +5.8% |
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