+28.9%
VCIT vs RACE
+740.1%
-711.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | +0.1% | +5.1% | -5.0% | -0.1% |
| 30D | +1.9% | +7.7% | -5.8% | +1.6% |
| 3M | -1.4% | +2.2% | -3.6% | -1.6% |
| 6M | -2.1% | +23.8% | -25.9% | -3.2% |
| YTD | -1.6% | +13.9% | -15.5% | -2.4% |
| 1Y | -0.9% | +3.8% | -4.7% | -1.3% |
| 3Y | +20.0% | +28.0% | -8.1% | +17.7% |
| 5Y | +3.1% | +64.9% | -61.8% | -0.8% |
| All | +28.9% | +740.1% | -711.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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