+167.9%
VSH vs RACE
+793.3%
-625.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | -0.1% | -0.5% |
| 7D | +6.2% | -1.0% | +7.3% | +6.7% |
| 30D | -11.1% | -1.5% | -9.6% | -10.5% |
| 3M | -44.9% | +15.5% | -60.4% | -49.4% |
| 6M | +90.0% | +17.3% | +72.7% | +72.3% |
| YTD | +118.8% | +11.1% | +107.7% | +102.3% |
| 1Y | +109.0% | -14.3% | +123.2% | +119.6% |
| 3Y | +35.6% | +40.2% | -4.5% | +4.6% |
| 5Y | +66.7% | +92.6% | -25.9% | +4.3% |
| 10Y | +167.9% | +786.6% | -618.6% | -7.7% |
| All | +167.9% | +793.3% | -625.3% | -7.7% |
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