+36.4%
VFC vs RACE
+28.1%
+8.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.9% |
| 7D | +11.2% | +5.1% | +6.1% | +8.6% |
| 30D | +41.5% | +7.7% | +33.8% | +36.6% |
| 3M | +38.9% | +2.2% | +36.8% | +37.3% |
| 6M | +6.1% | +23.8% | -17.6% | -4.4% |
| YTD | +14.5% | +13.9% | +0.6% | +6.6% |
| 1Y | +46.0% | +3.8% | +42.2% | +41.8% |
| 3Y | +36.4% | +28.0% | +8.3% | +24.1% |
| All | +36.4% | +28.1% | +8.3% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling