+373.4%
VST vs RACE
+36.9%
+336.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.0% |
| 7D | +8.9% | -2.5% | +11.4% | +9.6% |
| 30D | +6.2% | +0.8% | +5.4% | +5.8% |
| 3M | -2.7% | +17.2% | -19.9% | -7.5% |
| 6M | -8.4% | +13.6% | -21.9% | -12.3% |
| YTD | -7.2% | +12.2% | -19.4% | -11.1% |
| 1Y | -20.9% | -16.3% | -4.6% | -17.6% |
| All | +373.4% | +36.9% | +336.5% | +334.7% |
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