-20.9%
VST vs RACE
-16.2%
-4.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.7% |
| 7D | +8.9% | -2.5% | +11.4% | +9.1% |
| 30D | +6.2% | +0.8% | +5.4% | +6.1% |
| 3M | -2.7% | +17.2% | -19.9% | -4.4% |
| 6M | -8.4% | +13.6% | -21.9% | -10.2% |
| YTD | -7.2% | +12.2% | -19.4% | -9.6% |
| 1Y | -20.9% | -16.3% | -4.6% | -27.2% |
| All | -20.9% | -16.2% | -4.7% | -27.2% |
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 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