+57.3%
VUG vs RACE
+65.0%
-7.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.5% |
| 7D | -3.4% | +5.1% | -8.5% | -5.3% |
| 30D | -11.1% | +7.7% | -18.8% | -13.8% |
| 3M | -7.2% | +2.2% | -9.4% | -8.3% |
| 6M | -4.1% | +23.8% | -27.9% | -13.0% |
| YTD | +1.4% | +13.9% | -12.5% | -5.6% |
| 1Y | +1.9% | +3.8% | -1.9% | -1.1% |
| 3Y | +77.7% | +28.0% | +49.7% | +40.4% |
| All | +57.3% | +65.0% | -7.7% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling