+289.1%
VTI vs RACE
+740.2%
-451.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -0.4% | +0.2% | -0.7% | -0.5% |
| 30D | -3.2% | +6.6% | -9.9% | -5.5% |
| 3M | -2.9% | +2.2% | -5.1% | -3.9% |
| 6M | +2.4% | +22.4% | -20.0% | -5.8% |
| YTD | +11.2% | +13.8% | -2.6% | +4.3% |
| 1Y | +11.6% | +2.2% | +9.4% | +9.0% |
| 3Y | +76.6% | +25.6% | +50.9% | +51.1% |
| 5Y | +65.3% | +71.0% | -5.7% | +20.8% |
| 10Y | +289.1% | +739.1% | -450.0% | +79.9% |
| All | +289.1% | +740.2% | -451.1% | +79.9% |
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