+115.5%
VWO vs RACE
+639.5%
-524.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.6% |
| 7D | +4.0% | -4.0% | +8.0% | +5.4% |
| 30D | -5.4% | +3.5% | -9.0% | -6.6% |
| 3M | -6.4% | -0.4% | -6.0% | -6.5% |
| 6M | -4.7% | +23.2% | -27.8% | -11.8% |
| YTD | +5.3% | +11.0% | -5.7% | +0.3% |
| 1Y | +4.3% | -2.2% | +6.6% | +3.7% |
| 3Y | +55.9% | +22.5% | +33.4% | +37.0% |
| 5Y | +25.7% | +63.2% | -37.5% | -3.2% |
| 10Y | +111.0% | +704.3% | -593.3% | -9.6% |
| All | +115.5% | +639.5% | -524.0% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling