+353.9%
VOO vs RACE
+658.2%
-304.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | -3.9% | +2.9% | +0.4% |
| 30D | -2.3% | +6.8% | -9.2% | -4.5% |
| 3M | -1.2% | +1.3% | -2.5% | -1.8% |
| 6M | +3.3% | +26.3% | -22.9% | -5.3% |
| YTD | +12.3% | +13.8% | -1.5% | +5.9% |
| 1Y | +12.5% | -0.5% | +12.9% | +11.1% |
| 3Y | +79.2% | +25.6% | +53.5% | +56.1% |
| 5Y | +75.7% | +67.6% | +8.1% | +34.1% |
| 10Y | +313.7% | +724.7% | -411.0% | +99.9% |
| All | +353.9% | +658.2% | -304.3% | +109.1% |
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