+148.1%
VEU vs RACE
+658.2%
-510.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.5% | -3.9% | +3.3% | +0.8% |
| 30D | -1.0% | +6.8% | -7.8% | -3.3% |
| 3M | -3.6% | +1.3% | -4.9% | -4.2% |
| 6M | -1.2% | +26.3% | -27.4% | -9.4% |
| YTD | +12.0% | +13.8% | -1.8% | +5.7% |
| 1Y | +13.9% | -0.5% | +14.3% | +12.6% |
| 3Y | +71.3% | +25.6% | +45.6% | +49.7% |
| 5Y | +50.3% | +67.6% | -17.3% | +15.2% |
| 10Y | +150.3% | +724.7% | -574.4% | +10.4% |
| All | +148.1% | +658.2% | -510.1% | +1.5% |
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