+43.5%
RACE vs VLTO
+56.1%
-12.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.4% |
| 7D | +3.9% | +2.0% | +1.9% | +3.3% |
| 30D | +7.4% | +21.8% | -14.4% | +0.6% |
| 3M | +1.6% | +20.2% | -18.6% | -4.5% |
| 6M | +23.3% | +36.3% | -13.0% | +11.0% |
| YTD | +14.7% | +18.8% | -4.2% | +7.6% |
| 1Y | +2.5% | +20.4% | -17.9% | -4.2% |
| 3Y | +28.0% | +71.9% | -43.9% | +10.3% |
| All | +43.5% | +56.1% | -12.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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