+147.5%
VEU vs RACE
+663.9%
-516.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.6% |
| 7D | +0.8% | +3.9% | -3.2% | -0.6% |
| 30D | -1.6% | +7.4% | -9.1% | -4.1% |
| 3M | -4.2% | +1.6% | -5.8% | -4.9% |
| 6M | -1.5% | +23.3% | -24.8% | -9.0% |
| YTD | +11.7% | +14.7% | -3.0% | +5.2% |
| 1Y | +15.6% | +2.5% | +13.1% | +13.1% |
| 3Y | +71.7% | +28.0% | +43.8% | +49.1% |
| 5Y | +49.5% | +69.8% | -20.3% | +14.0% |
| 10Y | +145.6% | +734.9% | -589.2% | +7.8% |
| All | +147.5% | +663.9% | -516.5% | +1.0% |
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