+405.3%
VUG vs RACE
+741.5%
-336.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.1% | -3.9% | +2.8% | +0.6% |
| 30D | -7.0% | +6.8% | -13.8% | -9.6% |
| 3M | -3.7% | +1.3% | -5.0% | -4.5% |
| 6M | -1.6% | +26.3% | -27.9% | -11.9% |
| YTD | +5.1% | +13.8% | -8.7% | -2.4% |
| 1Y | +3.8% | -0.5% | +4.2% | +2.2% |
| 3Y | +79.9% | +25.6% | +54.2% | +50.0% |
| 5Y | +66.4% | +67.6% | -1.2% | +17.2% |
| 10Y | +405.3% | +724.7% | -319.4% | +115.3% |
| All | +405.3% | +741.5% | -336.2% | +115.3% |
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