+148.2%
VEU vs RACE
+832.2%
-684.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.8% | -1.8% |
| 7D | -1.9% | -2.2% | +0.3% | -1.2% |
| 30D | -0.7% | -0.4% | -0.3% | -0.7% |
| 3M | +4.9% | +17.9% | -13.1% | -1.4% |
| 6M | +9.8% | +19.3% | -9.4% | +2.5% |
| YTD | +15.3% | +11.9% | +3.5% | +9.5% |
| 1Y | +23.0% | -12.7% | +35.8% | +26.6% |
| 3Y | +73.5% | +41.1% | +32.4% | +43.7% |
| 5Y | +54.5% | +94.1% | -39.6% | +10.4% |
| All | +148.2% | +832.2% | -684.0% | +5.0% |
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 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