+298.6%
VIG vs RACE
+663.9%
-365.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.8% | +2.2% |
| 7D | +0.4% | +3.9% | -3.5% | -0.7% |
| 30D | +4.3% | +7.4% | -3.2% | +2.1% |
| 3M | +2.0% | +1.6% | +0.4% | +1.4% |
| 6M | +10.2% | +23.3% | -13.1% | +3.1% |
| YTD | +14.8% | +14.7% | +0.1% | +9.0% |
| 1Y | +17.5% | +2.5% | +14.9% | +15.2% |
| 3Y | +67.4% | +28.0% | +39.4% | +48.0% |
| 5Y | +63.4% | +69.8% | -6.4% | +29.0% |
| 10Y | +259.9% | +734.9% | -475.0% | +92.2% |
| All | +298.6% | +663.9% | -365.4% | +105.3% |
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