+232.8%
VT vs RACE
+826.5%
-593.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.6% | +0.2% |
| 7D | -0.3% | +9.9% | -10.2% | -3.6% |
| 30D | -1.4% | +12.8% | -14.2% | -5.6% |
| 3M | -1.4% | +7.4% | -8.8% | -4.1% |
| 6M | +5.5% | +27.6% | -22.1% | -4.2% |
| YTD | +12.8% | +18.4% | -5.5% | +4.6% |
| 1Y | +15.4% | +9.5% | +5.9% | +10.0% |
| 3Y | +76.9% | +33.9% | +43.0% | +48.6% |
| 5Y | +60.4% | +74.9% | -14.4% | +17.6% |
| 10Y | +232.8% | +814.9% | -582.1% | +48.1% |
| All | +232.8% | +826.5% | -593.7% | +48.1% |
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