-59.1%
VFC vs RACE
+658.9%
-718.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.9% |
| 7D | +11.2% | +5.1% | +6.1% | +8.7% |
| 30D | +41.5% | +7.7% | +33.8% | +36.8% |
| 3M | +38.9% | +2.2% | +36.8% | +37.4% |
| 6M | +6.1% | +23.8% | -17.6% | -4.2% |
| YTD | +14.5% | +13.9% | +0.6% | +7.0% |
| 1Y | +46.0% | +3.8% | +42.2% | +42.3% |
| 3Y | +36.4% | +28.0% | +8.3% | +17.8% |
| 5Y | -67.5% | +64.9% | -132.5% | -75.6% |
| 10Y | -45.8% | +780.4% | -826.2% | -76.1% |
| All | -59.1% | +658.9% | -718.0% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling