+77.7%
VUG vs RACE
+28.1%
+49.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | -3.4% | +5.1% | -8.5% | -4.5% |
| 30D | -11.1% | +7.7% | -18.8% | -12.7% |
| 3M | -7.2% | +2.2% | -9.4% | -7.8% |
| 6M | -4.1% | +23.8% | -27.9% | -9.3% |
| YTD | +1.4% | +13.9% | -12.5% | -2.6% |
| 1Y | +1.9% | +3.8% | -1.9% | +0.2% |
| 3Y | +77.7% | +28.0% | +49.7% | +60.3% |
| All | +77.7% | +28.1% | +49.6% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling