+28.0%
RACE vs VO
+60.2%
-32.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.3% | -1.4% |
| 7D | +5.1% | -2.6% | +7.6% | +7.4% |
| 30D | +7.7% | -0.9% | +8.6% | +8.6% |
| 3M | +2.2% | -3.0% | +5.2% | +4.8% |
| 6M | +23.8% | +2.2% | +21.6% | +21.7% |
| YTD | +13.9% | +10.6% | +3.3% | +5.1% |
| 1Y | +3.8% | +12.5% | -8.7% | -5.6% |
| 3Y | +28.0% | +61.4% | -33.4% | -10.7% |
| All | +28.0% | +60.2% | -32.1% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling