+67.6%
RACE vs VO
+38.8%
+28.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.2% |
| 7D | -3.9% | +0.2% | -4.1% | -4.1% |
| 30D | +6.8% | +2.0% | +4.8% | +4.8% |
| 3M | +1.3% | -0.3% | +1.6% | +1.5% |
| 6M | +26.3% | +7.3% | +19.0% | +18.4% |
| YTD | +13.8% | +15.0% | -1.2% | +0.1% |
| 1Y | -0.5% | +14.7% | -15.1% | -12.2% |
| 3Y | +25.6% | +67.3% | -41.6% | -23.5% |
| 5Y | +67.6% | +38.8% | +28.8% | +22.5% |
| All | +67.6% | +38.8% | +28.8% | +22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling