+65.1%
VYM vs RACE
+38.2%
+26.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -1.0% | -2.6% | +1.7% | -0.6% |
| 30D | -2.0% | -1.1% | -0.9% | -1.9% |
| 3M | +3.1% | +12.5% | -9.5% | +1.1% |
| 6M | +8.9% | +17.4% | -8.5% | +5.8% |
| YTD | +14.7% | +10.1% | +4.6% | +12.4% |
| 1Y | +19.4% | -15.1% | +34.6% | +21.8% |
| All | +65.1% | +38.2% | +26.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling