-0.5%
RACE vs VO
+14.1%
-14.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -1.2% | +3.1% | -4.3% | -4.3% |
| 30D | +6.1% | +2.2% | +3.9% | +3.7% |
| 3M | -0.3% | -2.5% | +2.2% | +2.5% |
| 6M | +23.4% | +7.0% | +16.5% | +14.9% |
| YTD | +12.5% | +14.0% | -1.5% | -1.7% |
| 1Y | -0.5% | +15.6% | -16.1% | -14.4% |
| All | -0.5% | +14.1% | -14.6% | -14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling