+263.2%
VIG vs RACE
+729.2%
-466.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | +3.5% | -1.2% | +4.7% | +3.8% |
| 30D | +4.9% | +6.1% | -1.2% | +3.0% |
| 3M | +2.5% | -0.3% | +2.8% | +2.4% |
| 6M | +11.0% | +23.4% | -12.4% | +3.4% |
| YTD | +16.0% | +12.5% | +3.4% | +10.3% |
| 1Y | +17.5% | -0.5% | +18.0% | +16.2% |
| 3Y | +67.0% | +23.6% | +43.4% | +47.3% |
| 5Y | +64.8% | +65.4% | -0.7% | +27.7% |
| All | +263.2% | +729.2% | -466.0% | +86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling