+60.6%
VNQ vs RACE
+832.2%
-771.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.4% | -1.3% |
| 7D | -2.6% | -2.2% | -0.4% | -2.0% |
| 30D | -2.3% | -0.4% | -2.0% | -2.3% |
| 3M | -2.8% | +17.9% | -20.7% | -8.0% |
| 6M | +2.5% | +19.3% | -16.8% | -3.8% |
| YTD | +8.4% | +11.9% | -3.4% | +3.4% |
| 1Y | +6.8% | -12.7% | +19.5% | +9.5% |
| 3Y | +29.9% | +41.1% | -11.2% | +9.2% |
| 5Y | +7.2% | +94.1% | -86.9% | -21.1% |
| All | +60.6% | +832.2% | -771.6% | -19.0% |
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 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