-39.3%
VG vs RACE
-3.1%
-36.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.7% |
| 7D | +1.7% | -2.5% | +4.2% | +1.3% |
| 30D | +16.0% | +0.8% | +15.2% | +16.2% |
| 3M | +9.7% | +17.2% | -7.4% | +11.5% |
| 6M | +29.6% | +13.6% | +16.0% | +33.3% |
| YTD | +112.0% | +12.2% | +99.8% | +116.7% |
| 1Y | +12.8% | -16.3% | +29.1% | +29.1% |
| All | -39.3% | -3.1% | -36.3% | -38.7% |
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