+46.0%
VFC vs RACE
+3.0%
+43.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.2% |
| 7D | +7.7% | +3.9% | +3.8% | +5.4% |
| 30D | +39.2% | +7.4% | +31.8% | +33.9% |
| 3M | +40.3% | +1.6% | +38.7% | +38.7% |
| 6M | +11.4% | +23.3% | -11.9% | -0.7% |
| YTD | +17.5% | +14.7% | +2.9% | +8.0% |
| All | +46.0% | +3.0% | +43.0% | +51.3% |
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