+35.3%
VMC vs RACE
+24.7%
+10.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.9% |
| 7D | -1.3% | -1.2% | -0.1% | -1.0% |
| 30D | +15.5% | +6.1% | +9.3% | +14.0% |
| 3M | +0.6% | -0.3% | +0.9% | +0.6% |
| 6M | +2.1% | +23.4% | -21.4% | -2.5% |
| YTD | -1.6% | +12.5% | -14.1% | -4.6% |
| 1Y | -1.2% | -0.5% | -0.7% | -2.0% |
| 3Y | +35.3% | +23.6% | +11.7% | +22.7% |
| All | +35.3% | +24.7% | +10.6% | +22.7% |
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