+98.9%
VTR vs RACE
+791.1%
-692.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.2% |
| 7D | -2.4% | -1.0% | -1.3% | -2.1% |
| 30D | -3.7% | -1.5% | -2.2% | -3.4% |
| 3M | +13.5% | +15.5% | -1.9% | +8.0% |
| 6M | +7.2% | +17.3% | -10.1% | +0.9% |
| YTD | +17.6% | +11.1% | +6.5% | +12.0% |
| 1Y | +35.4% | -14.3% | +49.7% | +39.5% |
| 3Y | +132.8% | +40.2% | +92.7% | +92.1% |
| 5Y | +88.7% | +92.6% | -3.9% | +33.7% |
| All | +98.9% | +791.1% | -692.2% | -8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling