+57.1%
VEU vs RACE
+92.4%
-35.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +1.7% | -1.0% | +2.7% | +2.0% |
| 30D | +1.0% | -1.5% | +2.5% | +1.4% |
| 3M | +5.6% | +15.5% | -9.8% | +0.5% |
| 6M | +13.7% | +17.3% | -3.6% | +7.3% |
| YTD | +17.7% | +11.1% | +6.6% | +12.6% |
| 1Y | +25.8% | -14.3% | +40.0% | +30.1% |
| 3Y | +77.1% | +40.2% | +37.0% | +44.8% |
| 5Y | +57.1% | +92.6% | -35.4% | +7.6% |
| All | +57.1% | +92.4% | -35.3% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling