-67.8%
VFC vs RACE
+68.9%
-136.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.4% | -3.9% | +2.5% | +0.8% |
| 30D | +30.7% | +6.8% | +23.9% | +26.2% |
| 3M | +40.6% | +1.3% | +39.3% | +39.4% |
| 6M | +16.5% | +26.3% | -9.8% | +1.9% |
| YTD | +16.2% | +13.8% | +2.4% | +7.0% |
| 1Y | +42.4% | -0.5% | +42.9% | +41.3% |
| 3Y | +48.1% | +25.6% | +22.4% | +21.5% |
| 5Y | -67.8% | +67.6% | -135.4% | -80.0% |
| All | -67.8% | +68.9% | -136.7% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling