+153.4%
VMC vs RACE
+793.9%
-640.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.6% |
| 7D | -4.3% | -2.5% | -1.8% | -3.5% |
| 30D | -8.2% | +0.8% | -9.0% | -8.5% |
| 3M | -7.0% | +17.2% | -24.2% | -12.2% |
| 6M | -10.8% | +13.6% | -24.3% | -15.2% |
| YTD | -7.4% | +12.2% | -19.6% | -12.0% |
| 1Y | -9.5% | -16.3% | +6.8% | -5.4% |
| 3Y | +20.5% | +36.4% | -16.0% | +0.8% |
| 5Y | +51.6% | +95.0% | -43.4% | +8.7% |
| All | +153.4% | +793.9% | -640.5% | +14.3% |
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 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