+588.9%
VST vs RACE
+65.0%
+523.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.5% | +12.0% | +11.0% |
| 7D | -9.8% | +5.1% | -14.9% | -11.4% |
| 30D | -25.1% | +7.7% | -32.8% | -27.0% |
| 3M | -11.6% | +2.2% | -13.8% | -12.5% |
| 6M | -20.9% | +23.8% | -44.7% | -26.9% |
| YTD | -22.3% | +13.9% | -36.2% | -26.4% |
| 1Y | -32.0% | +3.8% | -35.8% | -33.8% |
| 3Y | +262.4% | +28.0% | +234.3% | +217.6% |
| All | +588.9% | +65.0% | +523.9% | +415.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling