+402.8%
VUG vs RACE
+729.2%
-326.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.5% |
| 7D | +2.5% | -1.2% | +3.7% | +3.0% |
| 30D | -6.3% | +6.1% | -12.4% | -8.7% |
| 3M | -6.0% | -0.3% | -5.8% | -6.2% |
| 6M | -3.5% | +23.4% | -27.0% | -12.7% |
| YTD | +3.9% | +12.5% | -8.6% | -3.1% |
| 1Y | +5.1% | -0.5% | +5.6% | +3.4% |
| 3Y | +77.9% | +23.6% | +54.2% | +49.4% |
| 5Y | +62.4% | +65.4% | -3.0% | +15.0% |
| All | +402.8% | +729.2% | -326.3% | +115.1% |
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 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