+112.0%
VSH vs RACE
-16.2%
+128.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +4.9% |
| 7D | +4.1% | -2.5% | +6.6% | +4.6% |
| 30D | -4.2% | +0.8% | -4.9% | -4.3% |
| 3M | -50.0% | +17.2% | -67.1% | -52.0% |
| 6M | +80.2% | +13.6% | +66.6% | +71.0% |
| YTD | +121.1% | +12.2% | +108.9% | +110.1% |
| 1Y | +112.0% | -16.3% | +128.3% | +111.1% |
| All | +112.0% | -16.2% | +128.2% | +111.1% |
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 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