-51.4%
VG vs RACE
-0.1%
-51.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -4.4% |
| 7D | -22.0% | +5.7% | -27.7% | -21.2% |
| 30D | -14.7% | +9.3% | -24.0% | -13.3% |
| 3M | -7.1% | +3.8% | -10.9% | -6.2% |
| 6M | -11.2% | +29.8% | -41.0% | -9.0% |
| YTD | +69.8% | +15.6% | +54.2% | +75.0% |
| 1Y | +49.9% | +5.1% | +44.8% | +60.7% |
| All | -51.4% | -0.1% | -51.3% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling