+63.4%
VSH vs RACE
+10.6%
+52.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.3% | -9.3% | -6.1% |
| 7D | -13.6% | +9.9% | -23.6% | -15.8% |
| 30D | -30.4% | +12.8% | -43.1% | -32.6% |
| 3M | -33.3% | +7.4% | -40.6% | -34.5% |
| 6M | -15.1% | +27.6% | -42.7% | -21.5% |
| YTD | +80.2% | +18.4% | +61.9% | +66.0% |
| 1Y | +63.4% | +9.5% | +53.8% | +55.4% |
| All | +63.4% | +10.6% | +52.8% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling