+86.0%
VUG vs RACE
+36.9%
+49.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | 0.0% |
| 7D | -0.1% | -2.5% | +2.4% | +0.5% |
| 30D | -0.3% | +0.8% | -1.1% | -0.6% |
| 3M | -0.7% | +17.2% | -17.8% | -4.7% |
| 6M | +14.6% | +13.6% | +1.0% | +10.4% |
| YTD | +9.0% | +12.2% | -3.2% | +5.0% |
| 1Y | +14.9% | -16.3% | +31.1% | +19.3% |
| All | +86.0% | +36.9% | +49.1% | +57.4% |
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