+790.3%
VLO vs RACE
+729.2%
+61.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.9% |
| 7D | +9.6% | -1.2% | +10.8% | +10.0% |
| 30D | -17.4% | +6.1% | -23.5% | -18.9% |
| 3M | +10.8% | -0.3% | +11.0% | +10.4% |
| 6M | +56.9% | +23.4% | +33.5% | +45.7% |
| YTD | +136.8% | +12.5% | +124.2% | +123.3% |
| 1Y | +120.7% | -0.5% | +121.1% | +116.9% |
| 3Y | +231.9% | +23.6% | +208.3% | +185.9% |
| 5Y | +479.0% | +65.4% | +413.6% | +327.6% |
| All | +790.3% | +729.2% | +61.1% | +226.8% |
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