+719.1%
RACE vs VT
+215.5%
+503.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | +5.1% | -2.3% | +7.4% | +7.7% |
| 30D | +7.7% | -5.0% | +12.7% | +13.5% |
| 3M | +2.2% | -4.9% | +7.1% | +7.6% |
| 6M | +23.8% | -1.5% | +25.3% | +25.6% |
| YTD | +13.9% | +8.5% | +5.4% | +4.4% |
| 1Y | +3.8% | +11.4% | -7.6% | -7.6% |
| 3Y | +28.0% | +70.1% | -42.0% | -27.9% |
| 5Y | +64.9% | +53.7% | +11.2% | +4.4% |
| All | +719.1% | +215.5% | +503.6% | +123.7% |
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