+23.4%
VTV vs RACE
-4.6%
+28.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.0% | -0.1% |
| 7D | +2.3% | -4.0% | +6.3% | +2.8% |
| 30D | +3.8% | +3.5% | +0.2% | +3.4% |
| 3M | +1.7% | -0.4% | +2.1% | +1.7% |
| 6M | +10.9% | +23.2% | -12.3% | +7.9% |
| YTD | +21.7% | +11.0% | +10.8% | +19.9% |
| 1Y | +23.4% | -2.2% | +25.6% | +25.5% |
| All | +23.4% | -4.6% | +28.0% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling