+1,205.2%
VST vs RACE
+738.3%
+466.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.1% |
| 7D | -0.5% | +3.9% | -4.4% | -2.0% |
| 30D | -17.1% | +7.4% | -24.5% | -19.2% |
| 3M | -4.6% | +1.6% | -6.2% | -5.5% |
| 6M | -9.1% | +23.3% | -32.4% | -16.1% |
| YTD | -16.6% | +14.7% | -31.3% | -21.5% |
| 1Y | -29.5% | +2.5% | -32.0% | -31.2% |
| 3Y | +297.5% | +28.0% | +269.6% | +249.6% |
| 5Y | +654.5% | +69.8% | +584.7% | +485.8% |
| 10Y | +1,205.2% | +734.9% | +470.3% | +565.0% |
| All | +1,205.2% | +738.3% | +466.9% | +565.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling