+302.5%
VTI vs RACE
+783.2%
-480.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | -0.4% | -2.6% | +2.3% | +0.6% |
| 30D | -1.6% | -1.1% | -0.5% | -1.3% |
| 3M | +3.6% | +12.5% | -9.0% | -1.3% |
| 6M | +13.0% | +17.4% | -4.4% | +5.5% |
| YTD | +12.7% | +10.1% | +2.6% | +7.1% |
| 1Y | +18.4% | -15.1% | +33.5% | +23.2% |
| 3Y | +76.4% | +38.9% | +37.5% | +44.3% |
| 5Y | +73.7% | +90.7% | -17.0% | +21.5% |
| 10Y | +302.5% | +801.8% | -499.3% | +75.2% |
| All | +302.5% | +783.2% | -480.7% | +75.2% |
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