+232.9%
VTV vs RACE
+783.2%
-550.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -0.7% | -2.6% | +2.0% | +0.1% |
| 30D | -0.5% | -1.1% | +0.6% | -0.3% |
| 3M | +5.3% | +12.5% | -7.2% | +1.3% |
| 6M | +12.9% | +17.4% | -4.6% | +6.8% |
| YTD | +18.5% | +10.1% | +8.3% | +13.8% |
| 1Y | +25.3% | -15.1% | +40.4% | +29.4% |
| 3Y | +68.2% | +38.9% | +29.3% | +43.0% |
| 5Y | +80.6% | +90.7% | -10.0% | +34.1% |
| 10Y | +232.9% | +801.8% | -568.9% | +59.8% |
| All | +232.9% | +783.2% | -550.2% | +59.8% |
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