+403.5%
VRT vs RACE
+26.8%
+376.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +9.0% | +9.4% |
| 7D | -10.6% | +3.9% | -14.5% | -11.8% |
| 30D | -17.4% | +7.4% | -24.9% | -19.5% |
| 3M | -26.4% | +1.6% | -28.0% | -27.0% |
| 6M | -41.0% | +23.3% | -64.3% | -45.9% |
| YTD | +23.8% | +14.7% | +9.2% | +16.6% |
| 1Y | +11.6% | +2.5% | +9.1% | +9.7% |
| 3Y | +403.5% | +28.0% | +375.5% | +322.7% |
| All | +403.5% | +26.8% | +376.6% | +322.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling