+387.8%
VUG vs RACE
+740.1%
-352.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.5% |
| 7D | -3.4% | +5.1% | -8.5% | -5.4% |
| 30D | -11.1% | +7.7% | -18.8% | -13.9% |
| 3M | -7.2% | +2.2% | -9.4% | -8.3% |
| 6M | -4.1% | +23.8% | -27.9% | -13.4% |
| YTD | +1.4% | +13.9% | -12.5% | -5.9% |
| 1Y | +1.9% | +3.8% | -1.9% | -1.6% |
| 3Y | +77.7% | +28.0% | +49.7% | +46.8% |
| 5Y | +57.6% | +64.9% | -7.3% | +11.9% |
| All | +387.8% | +740.1% | -352.3% | +109.8% |
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