+73.9%
VT vs RACE
+27.7%
+46.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.9% | -0.6% |
| 7D | -1.6% | +6.4% | -8.0% | -2.9% |
| 30D | -2.5% | +6.8% | -9.3% | -3.9% |
| 3M | -1.3% | +3.4% | -4.7% | -2.1% |
| 6M | +3.1% | +21.5% | -18.5% | -1.5% |
| YTD | +10.9% | +13.5% | -2.6% | +7.1% |
| 1Y | +12.1% | +7.0% | +5.0% | +9.5% |
| All | +73.9% | +27.7% | +46.2% | +60.2% |
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 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