-48.6%
VFC vs RACE
+729.2%
-777.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.9% | +2.5% |
| 7D | +1.6% | -1.2% | +2.8% | +2.3% |
| 30D | +25.5% | +6.1% | +19.3% | +21.9% |
| 3M | +41.3% | -0.3% | +41.6% | +41.4% |
| 6M | +22.2% | +23.4% | -1.2% | +9.5% |
| YTD | +16.4% | +12.5% | +3.9% | +8.7% |
| 1Y | +38.4% | -0.5% | +38.9% | +37.5% |
| 3Y | +56.2% | +23.6% | +32.6% | +34.7% |
| 5Y | -68.2% | +65.4% | -133.6% | -77.0% |
| All | -48.6% | +729.2% | -777.8% | -80.9% |
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