+252.0%
VMC vs RACE
+658.9%
-406.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | +0.5% | +5.1% | -4.6% | -1.1% |
| 30D | +15.8% | +7.7% | +8.1% | +13.1% |
| 3M | +0.6% | +2.2% | -1.6% | -0.2% |
| 6M | -4.0% | +23.8% | -27.8% | -11.0% |
| YTD | -0.3% | +13.9% | -14.2% | -5.4% |
| 1Y | -0.5% | +3.8% | -4.3% | -2.8% |
| 3Y | +39.6% | +28.0% | +11.5% | +21.7% |
| 5Y | +50.1% | +64.9% | -14.9% | +17.3% |
| 10Y | +163.9% | +780.4% | -616.4% | +31.4% |
| All | +252.0% | +658.9% | -406.8% | +68.4% |
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