+814.9%
RACE vs VT
+231.8%
+583.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +2.5% |
| 7D | +9.9% | -0.3% | +10.2% | +10.3% |
| 30D | +12.8% | -1.4% | +14.2% | +14.5% |
| 3M | +7.4% | -1.4% | +8.8% | +8.9% |
| 6M | +27.6% | +5.5% | +22.1% | +20.5% |
| YTD | +18.4% | +12.8% | +5.5% | +4.1% |
| 1Y | +9.5% | +15.4% | -5.9% | -6.0% |
| 3Y | +33.9% | +76.9% | -43.0% | -27.7% |
| 5Y | +74.9% | +60.4% | +14.4% | +5.7% |
| 10Y | +814.9% | +232.8% | +582.1% | +104.7% |
| All | +814.9% | +231.8% | +583.1% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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