+114.9%
VWO vs RACE
+817.8%
-703.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +0.2% | -2.6% | +2.8% | +1.0% |
| 30D | +0.9% | -1.1% | +2.0% | +1.2% |
| 3M | +4.3% | +12.5% | -8.3% | -0.2% |
| 6M | +10.5% | +17.4% | -6.9% | +3.9% |
| YTD | +13.4% | +10.1% | +3.2% | +8.4% |
| 1Y | +18.6% | -15.1% | +33.7% | +23.0% |
| 3Y | +65.8% | +38.9% | +26.9% | +37.9% |
| 5Y | +35.2% | +90.7% | -55.5% | -3.2% |
| All | +114.9% | +817.8% | -703.0% | -14.8% |
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