+67.7%
RACE vs VT
+57.9%
+9.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +6.4% | -1.6% | +8.0% | +8.3% |
| 30D | +6.8% | -2.5% | +9.3% | +9.7% |
| 3M | +3.4% | -1.3% | +4.7% | +4.7% |
| 6M | +21.5% | +3.1% | +18.5% | +17.4% |
| YTD | +13.5% | +10.9% | +2.6% | +1.3% |
| 1Y | +7.0% | +12.1% | -5.0% | -5.7% |
| 3Y | +28.4% | +73.9% | -45.5% | -32.3% |
| All | +67.7% | +57.9% | +9.8% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling