+45.8%
VSH vs RACE
+62.4%
-16.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.5% | -2.2% | -3.5% |
| 7D | +26.2% | -4.0% | +30.2% | +28.6% |
| 30D | -12.5% | +3.5% | -16.0% | -13.8% |
| 3M | -16.9% | -0.4% | -16.5% | -16.9% |
| 6M | -17.0% | +23.2% | -40.1% | -25.2% |
| YTD | +93.8% | +11.0% | +82.8% | +81.0% |
| 1Y | +99.3% | -2.2% | +101.6% | +98.2% |
| 3Y | +35.0% | +22.5% | +12.5% | +14.2% |
| 5Y | +45.8% | +63.2% | -17.4% | +1.1% |
| All | +45.8% | +62.4% | -16.6% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling