+97.8%
VTR vs RACE
+783.2%
-685.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -2.9% | -2.6% | -0.3% | -2.1% |
| 30D | -2.8% | -1.1% | -1.7% | -2.6% |
| 3M | +9.0% | +12.5% | -3.5% | +4.5% |
| 6M | +5.0% | +17.4% | -12.5% | -1.3% |
| YTD | +16.9% | +10.1% | +6.8% | +11.7% |
| 1Y | +34.3% | -15.1% | +49.4% | +38.8% |
| 3Y | +131.6% | +38.9% | +92.7% | +91.6% |
| 5Y | +88.0% | +90.7% | -2.7% | +33.7% |
| 10Y | +97.8% | +801.8% | -704.1% | -8.7% |
| All | +97.8% | +783.2% | -685.4% | -8.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling