+77.6%
VYM vs RACE
+87.3%
-9.7%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -1.0% | -2.6% | +1.7% | -0.4% |
| 30D | -2.0% | -1.1% | -0.9% | -1.9% |
| 3M | +3.1% | +12.5% | -9.5% | +0.2% |
| 6M | +8.9% | +17.4% | -8.5% | +4.6% |
| YTD | +14.7% | +10.1% | +4.6% | +11.5% |
| 1Y | +19.4% | -15.1% | +34.6% | +22.7% |
| 3Y | +65.4% | +38.9% | +26.5% | +44.3% |
| 5Y | +77.6% | +90.7% | -13.1% | +35.7% |
| All | +77.6% | +87.3% | -9.7% | +35.7% |
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