+228.8%
VTV vs RACE
+729.2%
-500.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | +2.9% | -1.2% | +4.1% | +3.3% |
| 30D | +3.8% | +6.1% | -2.4% | +2.0% |
| 3M | +1.6% | -0.3% | +1.8% | +1.4% |
| 6M | +11.2% | +23.4% | -12.2% | +3.8% |
| YTD | +22.0% | +12.5% | +9.5% | +16.3% |
| 1Y | +24.9% | -0.5% | +25.3% | +23.5% |
| 3Y | +78.5% | +23.6% | +54.8% | +58.2% |
| 5Y | +77.8% | +65.4% | +12.3% | +39.0% |
| All | +228.8% | +729.2% | -500.4% | +65.1% |
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