-8.2%
VFC vs RACE
-16.2%
+8.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +3.2% |
| 7D | -1.6% | -2.5% | +0.9% | -0.5% |
| 30D | -11.6% | +0.8% | -12.4% | -12.1% |
| 3M | -18.1% | +17.2% | -35.3% | -23.7% |
| 6M | -27.4% | +13.6% | -40.9% | -32.0% |
| YTD | -24.8% | +12.2% | -37.0% | -29.6% |
| 1Y | -8.2% | -16.3% | +8.0% | -6.2% |
| All | -8.2% | -16.2% | +8.0% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling