+44.6%
VSH vs RACE
+26.1%
+18.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +12.8% | -3.9% | +16.6% | +14.6% |
| 30D | -9.0% | +6.8% | -15.8% | -11.3% |
| 3M | -12.2% | +1.3% | -13.5% | -12.7% |
| 6M | -15.9% | +26.3% | -42.2% | -23.8% |
| YTD | +103.2% | +13.8% | +89.4% | +89.8% |
| 1Y | +108.4% | -0.5% | +108.9% | +106.3% |
| All | +44.6% | +26.1% | +18.5% | +29.7% |
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 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