+7.4%
VSH vs RACE
+28.1%
-20.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.3% |
| 7D | -12.9% | +5.1% | -18.0% | -14.5% |
| 30D | -36.9% | +7.7% | -44.6% | -38.6% |
| 3M | -28.8% | +2.2% | -30.9% | -29.4% |
| 6M | -30.3% | +23.8% | -54.1% | -36.4% |
| YTD | +62.4% | +13.9% | +48.5% | +51.6% |
| 1Y | +62.5% | +3.8% | +58.7% | +57.8% |
| 3Y | +7.4% | +28.0% | -20.6% | -5.6% |
| All | +7.4% | +28.1% | -20.7% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling