+285.5%
VIG vs RACE
+647.6%
-362.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.1% |
| 7D | -0.4% | -2.5% | +2.1% | +0.3% |
| 30D | -1.0% | +0.8% | -1.7% | -1.3% |
| 3M | +2.8% | +17.2% | -14.4% | -2.2% |
| 6M | +8.2% | +13.6% | -5.4% | +3.5% |
| YTD | +11.0% | +12.2% | -1.2% | +6.2% |
| 1Y | +16.1% | -16.3% | +32.4% | +20.3% |
| 3Y | +56.2% | +36.4% | +19.7% | +35.0% |
| 5Y | +63.0% | +95.0% | -32.0% | +23.1% |
| 10Y | +241.4% | +813.2% | -571.8% | +79.8% |
| All | +285.5% | +647.6% | -362.1% | +100.0% |
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