+85.2%
VNQ vs RACE
+649.8%
-564.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | -1.3% | -0.3% | -1.0% | -1.3% |
| 6M | +2.4% | +23.4% | -21.1% | -4.4% |
| YTD | +12.1% | +12.5% | -0.4% | +6.9% |
| 1Y | +12.0% | -0.5% | +12.5% | +10.8% |
| 3Y | +44.8% | +23.6% | +21.2% | +29.2% |
| 5Y | +6.9% | +65.4% | -58.6% | -15.1% |
| 10Y | +82.9% | +715.5% | -632.6% | -0.7% |
| All | +85.2% | +649.8% | -564.5% | -3.2% |
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