+619.5%
VRT vs RACE
+36.9%
+582.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +5.0% |
| 7D | +9.1% | -2.5% | +11.6% | +10.1% |
| 30D | +0.9% | +0.8% | +0.2% | +0.5% |
| 3M | -13.4% | +17.2% | -30.5% | -18.9% |
| 6M | +11.7% | +13.6% | -1.9% | +5.5% |
| YTD | +73.2% | +12.2% | +61.0% | +64.2% |
| 1Y | +123.4% | -16.3% | +139.7% | +137.3% |
| All | +619.5% | +36.9% | +582.6% | +451.2% |
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 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