+44.4%
VMC vs RACE
+62.4%
-18.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.6% |
| 7D | -1.7% | -4.0% | +2.3% | -0.3% |
| 30D | +15.3% | +3.5% | +11.7% | +14.0% |
| 3M | +0.3% | -0.4% | +0.7% | +0.4% |
| 6M | +0.9% | +23.2% | -22.3% | -6.6% |
| YTD | -1.0% | +11.0% | -12.0% | -5.5% |
| 1Y | -4.3% | -2.2% | -2.1% | -4.5% |
| 3Y | +35.3% | +22.5% | +12.8% | +13.5% |
| 5Y | +44.4% | +63.2% | -18.8% | +0.7% |
| All | +44.4% | +62.4% | -18.0% | +0.7% |
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 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