+724.7%
RACE vs VO
+202.1%
+522.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.1% |
| 7D | -3.9% | +0.2% | -4.1% | -4.1% |
| 30D | +6.8% | +2.0% | +4.8% | +4.9% |
| 3M | +1.3% | -0.3% | +1.6% | +1.5% |
| 6M | +26.3% | +7.3% | +19.0% | +18.6% |
| YTD | +13.8% | +15.0% | -1.2% | +0.5% |
| 1Y | -0.5% | +14.7% | -15.1% | -11.9% |
| 3Y | +25.6% | +67.3% | -41.6% | -21.6% |
| 5Y | +67.6% | +38.8% | +28.8% | +23.8% |
| 10Y | +724.7% | +201.6% | +523.1% | +191.2% |
| All | +724.7% | +202.1% | +522.5% | +191.2% |
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