+408.8%
VUG vs RACE
+793.9%
-385.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.3% |
| 7D | -0.1% | -2.5% | +2.4% | +1.0% |
| 30D | -0.3% | +0.8% | -1.1% | -0.8% |
| 3M | -0.7% | +17.2% | -17.8% | -7.7% |
| 6M | +14.6% | +13.6% | +1.0% | +7.4% |
| YTD | +9.0% | +12.2% | -3.2% | +2.0% |
| 1Y | +14.9% | -16.3% | +31.1% | +21.1% |
| 3Y | +86.0% | +36.4% | +49.6% | +48.8% |
| 5Y | +76.7% | +95.0% | -18.3% | +16.8% |
| All | +408.8% | +793.9% | -385.1% | +102.7% |
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