+48.1%
RACE vs VLTO
+54.7%
-6.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.1% |
| 7D | +9.9% | +13.8% | -3.9% | +5.3% |
| 30D | +12.8% | +21.2% | -8.4% | +5.7% |
| 3M | +7.4% | +21.5% | -14.1% | +0.6% |
| 6M | +27.6% | +33.0% | -5.4% | +15.8% |
| YTD | +18.4% | +17.8% | +0.6% | +11.4% |
| 1Y | +9.5% | +18.1% | -8.6% | +3.0% |
| 3Y | +33.9% | +67.6% | -33.7% | +16.4% |
| All | +48.1% | +54.7% | -6.6% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling