+36.2%
VWO vs RACE
+92.4%
-56.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.1% |
| 7D | +0.9% | -1.0% | +1.9% | +1.2% |
| 30D | +1.3% | -1.5% | +2.8% | +1.6% |
| 3M | +5.1% | +15.5% | -10.4% | +0.6% |
| 6M | +12.5% | +17.3% | -4.8% | +7.0% |
| YTD | +14.0% | +11.1% | +2.9% | +9.7% |
| 1Y | +19.7% | -14.3% | +34.0% | +23.3% |
| 3Y | +66.8% | +40.2% | +26.6% | +39.0% |
| 5Y | +36.2% | +92.6% | -56.4% | -4.2% |
| All | +36.2% | +92.4% | -56.2% | -4.2% |
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