+78.2%
VSXY vs RACE
+104.1%
-25.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.0% |
| 7D | -10.7% | -2.6% | -8.1% | -9.5% |
| 30D | -24.3% | -1.1% | -23.2% | -24.1% |
| 3M | +1.0% | +12.5% | -11.5% | -6.3% |
| 6M | +57.4% | +17.4% | +39.9% | +42.3% |
| YTD | +39.8% | +10.1% | +29.7% | +29.9% |
| 1Y | +196.5% | -15.1% | +211.6% | +216.3% |
| 3Y | +357.2% | +38.9% | +318.3% | +231.7% |
| 5Y | +18.9% | +90.7% | -71.8% | -34.2% |
| All | +78.2% | +104.1% | -25.9% | -1.2% |
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