+740.3%
RACE vs VO
+206.8%
+533.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | +1.0% |
| 7D | +5.7% | -3.3% | +9.0% | +9.1% |
| 30D | +9.3% | -1.8% | +11.1% | +11.2% |
| 3M | +3.8% | -3.4% | +7.2% | +7.2% |
| 6M | +29.8% | +3.0% | +26.8% | +26.4% |
| YTD | +15.6% | +10.7% | +4.9% | +5.3% |
| 1Y | +5.1% | +11.8% | -6.7% | -5.3% |
| 3Y | +30.8% | +60.4% | -29.6% | -16.9% |
| 5Y | +67.4% | +33.6% | +33.8% | +26.6% |
| 10Y | +793.6% | +202.0% | +591.7% | +168.1% |
| All | +740.3% | +206.8% | +533.6% | +125.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling