+9.0%
VTEB vs RACE
+38.2%
-29.3%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | -0.7% | -2.6% | +1.9% | -0.6% |
| 30D | -2.1% | -1.1% | -1.0% | -2.0% |
| 3M | -2.7% | +12.5% | -15.2% | -3.0% |
| 6M | -2.1% | +17.4% | -19.5% | -2.6% |
| YTD | -1.1% | +10.1% | -11.2% | -1.5% |
| 1Y | +1.3% | -15.1% | +16.5% | +1.6% |
| All | +9.0% | +38.2% | -29.3% | +4.7% |
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