+44.7%
RACE vs VLTO
+54.1%
-9.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | +5.7% | +12.0% | -6.3% | +1.8% |
| 30D | +9.3% | +20.8% | -11.6% | +2.6% |
| 3M | +3.8% | +20.1% | -16.3% | -2.4% |
| 6M | +29.8% | +32.6% | -2.8% | +17.9% |
| YTD | +15.6% | +17.3% | -1.7% | +9.0% |
| 1Y | +5.1% | +17.3% | -12.2% | -1.0% |
| 3Y | +30.8% | +66.9% | -36.1% | +13.8% |
| All | +44.7% | +54.1% | -9.4% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling