+23.6%
VRT vs RACE
-1.0%
+24.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -3.9% |
| 7D | +10.5% | -1.2% | +11.7% | +10.8% |
| 30D | -9.3% | +6.1% | -15.5% | -10.7% |
| 3M | -29.6% | -0.3% | -29.3% | -29.6% |
| 6M | -45.4% | +23.4% | -68.8% | -49.0% |
| YTD | +24.8% | +12.5% | +12.3% | +23.0% |
| 1Y | +23.6% | -0.5% | +24.1% | +26.8% |
| All | +23.6% | -1.0% | +24.6% | +26.8% |
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