+1,934.0%
VRT vs RACE
+256.6%
+1,677.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.3% |
| 7D | +10.5% | -1.2% | +11.7% | +11.2% |
| 30D | -9.3% | +6.1% | -15.5% | -12.4% |
| 3M | -29.6% | -0.3% | -29.3% | -29.9% |
| 6M | -45.4% | +23.4% | -68.8% | -52.1% |
| YTD | +24.8% | +12.5% | +12.3% | +14.2% |
| 1Y | +23.6% | -0.5% | +24.1% | +21.0% |
| 3Y | +379.7% | +23.6% | +356.1% | +289.5% |
| 5Y | +660.3% | +65.4% | +594.9% | +401.1% |
| All | +1,934.0% | +256.6% | +1,677.4% | +910.7% |
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 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