+224.6%
VT vs RACE
+741.5%
-516.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.7% | -3.9% | +3.2% | +0.7% |
| 30D | -1.7% | +6.8% | -8.6% | -4.1% |
| 3M | -2.3% | +1.3% | -3.6% | -3.0% |
| 6M | +1.5% | +26.3% | -24.8% | -7.4% |
| YTD | +12.0% | +13.8% | -1.8% | +5.4% |
| 1Y | +12.9% | -0.5% | +13.3% | +11.5% |
| 3Y | +74.9% | +25.6% | +49.3% | +50.6% |
| 5Y | +59.9% | +67.6% | -7.7% | +19.0% |
| 10Y | +224.6% | +724.7% | -500.1% | +48.2% |
| All | +224.6% | +741.5% | -516.9% | +48.2% |
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 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