+312.2%
VOO vs RACE
+717.8%
-405.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.1% | +0.5% |
| 7D | +3.3% | -4.0% | +7.3% | +4.8% |
| 30D | -2.7% | +3.5% | -6.2% | -3.9% |
| 3M | -1.7% | -0.4% | -1.3% | -1.8% |
| 6M | +3.1% | +23.2% | -20.0% | -5.2% |
| YTD | +11.9% | +11.0% | +1.0% | +6.1% |
| 1Y | +12.1% | -2.2% | +14.3% | +11.3% |
| 3Y | +78.6% | +22.5% | +56.0% | +54.6% |
| 5Y | +73.8% | +63.2% | +10.6% | +29.9% |
| All | +312.2% | +717.8% | -405.6% | +92.6% |
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