+25.6%
VTEB vs RACE
+647.6%
-622.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +2.0% | +0.1% |
| 7D | -0.8% | -2.5% | +1.8% | -0.7% |
| 30D | -1.3% | +0.8% | -2.1% | -1.4% |
| 3M | -2.1% | +17.2% | -19.3% | -2.5% |
| 6M | -1.7% | +13.6% | -15.3% | -2.0% |
| YTD | -0.6% | +12.2% | -12.8% | -0.9% |
| 1Y | +3.1% | -16.3% | +19.3% | +3.3% |
| 3Y | +9.2% | +36.4% | -27.2% | +8.0% |
| 5Y | +2.2% | +95.0% | -92.8% | 0.0% |
| 10Y | +18.8% | +813.2% | -794.5% | +16.8% |
| All | +25.6% | +647.6% | -622.1% | +23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling