+897.3%
VST vs RACE
+756.1%
+141.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.8% | -5.4% |
| 7D | -19.9% | +5.7% | -25.6% | -21.5% |
| 30D | -29.7% | +9.3% | -39.0% | -31.8% |
| 3M | -19.6% | +3.8% | -23.4% | -20.9% |
| 6M | -29.4% | +29.8% | -59.2% | -36.0% |
| YTD | -29.7% | +15.6% | -45.3% | -34.0% |
| 1Y | -40.0% | +5.1% | -45.1% | -41.9% |
| 3Y | +231.0% | +30.8% | +200.2% | +189.3% |
| 5Y | +500.1% | +67.4% | +432.6% | +369.3% |
| 10Y | +1,004.2% | +793.6% | +210.6% | +453.6% |
| All | +897.3% | +756.1% | +141.3% | +400.8% |
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