+1,678.9%
VRT vs RACE
+266.4%
+1,412.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.3% | -11.7% | -12.8% |
| 7D | -28.1% | +5.7% | -33.8% | -30.3% |
| 30D | -30.2% | +9.3% | -39.5% | -33.5% |
| 3M | -36.4% | +3.8% | -40.2% | -38.0% |
| 6M | -48.2% | +29.8% | -77.9% | -55.7% |
| YTD | +9.2% | +15.6% | -6.5% | -1.5% |
| 1Y | -7.2% | +5.1% | -12.3% | -11.9% |
| 3Y | +338.7% | +30.8% | +307.9% | +245.2% |
| 5Y | +542.8% | +67.4% | +475.4% | +320.8% |
| All | +1,678.9% | +266.4% | +1,412.5% | +772.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling