+326.2%
VTI vs RACE
+658.1%
-332.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.4% |
| 3M | -2.9% | +2.2% | -5.1% | -3.8% |
| 6M | +2.4% | +22.4% | -20.0% | -5.3% |
| YTD | +11.2% | +13.8% | -2.6% | +4.7% |
| 1Y | +11.6% | +2.2% | +9.4% | +9.1% |
| 3Y | +76.6% | +25.6% | +50.9% | +53.4% |
| 5Y | +65.3% | +71.0% | -5.7% | +24.7% |
| 10Y | +289.1% | +739.1% | -450.0% | +84.5% |
| All | +326.2% | +658.1% | -332.0% | +92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling