+146.5%
VTR vs RACE
+658.1%
-511.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +3.8% | +0.2% | +3.6% | +3.7% |
| 30D | +10.1% | +6.6% | +3.5% | +8.1% |
| 3M | -1.2% | +2.2% | -3.4% | -1.9% |
| 6M | +4.8% | +22.4% | -17.6% | -2.1% |
| YTD | +18.9% | +13.8% | +5.1% | +12.8% |
| 1Y | +21.8% | +2.2% | +19.6% | +19.3% |
| 3Y | +132.0% | +25.6% | +106.3% | +103.2% |
| 5Y | +94.7% | +71.0% | +23.7% | +49.6% |
| 10Y | +136.8% | +739.1% | -602.3% | +21.8% |
| All | +146.5% | +658.1% | -511.6% | +17.2% |
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