+66.6%
VT vs RACE
+93.6%
-27.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.6% |
| 7D | +0.4% | -2.5% | +3.0% | +1.2% |
| 30D | +1.0% | +0.8% | +0.2% | +0.6% |
| 3M | +2.4% | +17.2% | -14.8% | -3.1% |
| 6M | +12.0% | +13.6% | -1.6% | +6.7% |
| YTD | +15.3% | +12.2% | +3.1% | +9.9% |
| 1Y | +22.6% | -16.3% | +38.8% | +28.3% |
| 3Y | +74.7% | +36.4% | +38.2% | +42.6% |
| All | +66.6% | +93.6% | -27.0% | +11.8% |
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 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