+134.1%
VWO vs RACE
+647.6%
-513.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.4% |
| 7D | +1.1% | -2.5% | +3.6% | +1.9% |
| 30D | +2.4% | +0.8% | +1.6% | +2.0% |
| 3M | +2.0% | +17.2% | -15.2% | -3.7% |
| 6M | +10.7% | +13.6% | -2.9% | +5.2% |
| YTD | +14.4% | +12.2% | +2.2% | +8.8% |
| 1Y | +22.7% | -16.3% | +39.0% | +27.9% |
| 3Y | +64.2% | +36.4% | +27.8% | +38.5% |
| 5Y | +35.8% | +95.0% | -59.2% | -2.3% |
| 10Y | +114.7% | +813.2% | -698.5% | -11.8% |
| All | +134.1% | +647.6% | -513.5% | -7.1% |
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