+144.8%
VTR vs RACE
+647.6%
-502.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.5% |
| 7D | -1.7% | -2.5% | +0.8% | -1.0% |
| 30D | -2.4% | +0.8% | -3.2% | -2.7% |
| 3M | +14.8% | +17.2% | -2.4% | +9.0% |
| 6M | +5.3% | +13.6% | -8.2% | +0.5% |
| YTD | +18.1% | +12.2% | +5.9% | +12.5% |
| 1Y | +36.7% | -16.3% | +53.0% | +41.6% |
| 3Y | +130.1% | +36.4% | +93.6% | +95.4% |
| 5Y | +89.5% | +95.0% | -5.5% | +38.6% |
| 10Y | +87.4% | +813.2% | -725.9% | -5.0% |
| All | +144.8% | +647.6% | -502.8% | +16.9% |
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