+715.6%
RACE vs VCLT
+33.0%
+682.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -2.0% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | +0.8% | -0.9% | +1.6% | +1.2% |
| 3M | +17.2% | -3.2% | +20.4% | +19.2% |
| 6M | +13.6% | -3.8% | +17.4% | +15.9% |
| YTD | +12.2% | -2.0% | +14.2% | +13.6% |
| 1Y | -16.3% | -0.8% | -15.5% | -15.8% |
| 3Y | +36.4% | +12.3% | +24.2% | +29.6% |
| 5Y | +95.0% | -15.4% | +110.4% | +103.6% |
| 10Y | +813.2% | +15.7% | +797.5% | +805.1% |
| All | +715.6% | +33.0% | +682.6% | +759.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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