+1,740.6%
VRT vs RACE
+260.9%
+1,479.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +4.2% |
| 7D | -21.4% | +5.1% | -26.4% | -23.5% |
| 30D | -25.8% | +7.7% | -33.5% | -28.8% |
| 3M | -33.5% | +2.2% | -35.7% | -34.6% |
| 6M | -49.0% | +23.8% | -72.8% | -55.4% |
| YTD | +12.9% | +13.9% | -1.0% | +2.7% |
| 1Y | 0.0% | +3.8% | -3.8% | -4.4% |
| 3Y | +361.8% | +28.0% | +333.8% | +267.5% |
| 5Y | +565.1% | +64.9% | +500.2% | +338.6% |
| All | +1,740.6% | +260.9% | +1,479.7% | +809.2% |
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