+6.1%
VNQ vs RACE
+64.4%
-58.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | +6.8% | +6.1% | +0.6% | +5.0% |
| 3M | -1.3% | -0.3% | -1.0% | -1.4% |
| 6M | +2.4% | +23.4% | -21.1% | -4.2% |
| YTD | +12.1% | +12.5% | -0.4% | +7.1% |
| 1Y | +12.0% | -0.5% | +12.5% | +11.1% |
| 3Y | +44.8% | +23.6% | +21.2% | +25.1% |
| All | +6.1% | +64.4% | -58.3% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling