+202.0%
VYM vs RACE
+832.2%
-630.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.0% |
| 7D | -1.9% | -2.2% | +0.4% | -1.3% |
| 30D | -2.6% | -0.4% | -2.2% | -2.6% |
| 3M | +3.6% | +17.9% | -14.3% | -1.5% |
| 6M | +8.7% | +19.3% | -10.6% | +2.6% |
| YTD | +14.1% | +11.9% | +2.3% | +9.3% |
| 1Y | +17.8% | -12.7% | +30.5% | +20.5% |
| 3Y | +64.5% | +41.1% | +23.4% | +40.4% |
| 5Y | +77.5% | +94.1% | -16.5% | +33.0% |
| All | +202.0% | +832.2% | -630.3% | +51.0% |
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