+13.8%
VRT vs RACE
+10.6%
+3.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.3% | -17.2% | -13.7% |
| 7D | -15.4% | +9.9% | -25.3% | -17.3% |
| 30D | -19.0% | +12.8% | -31.7% | -21.3% |
| 3M | -23.8% | +7.4% | -31.2% | -25.2% |
| 6M | -37.9% | +27.6% | -65.5% | -42.3% |
| YTD | +27.0% | +18.4% | +8.6% | +22.8% |
| 1Y | +13.8% | +9.5% | +4.3% | +12.0% |
| All | +13.8% | +10.6% | +3.2% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling