+790.1%
RACE vs VO
+194.4%
+595.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.7% |
| 7D | -2.5% | -0.3% | -2.3% | -2.3% |
| 30D | +0.8% | -0.3% | +1.1% | +1.1% |
| 3M | +17.2% | +2.9% | +14.2% | +14.2% |
| 6M | +13.6% | +9.3% | +4.2% | +5.0% |
| YTD | +12.2% | +14.2% | -2.0% | -0.3% |
| 1Y | -16.3% | +15.3% | -31.5% | -26.2% |
| 3Y | +36.4% | +56.2% | -19.8% | -9.6% |
| 5Y | +95.0% | +42.4% | +52.5% | +40.6% |
| All | +790.1% | +194.4% | +595.7% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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