+267.9%
VTV vs RACE
+647.6%
-379.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.3% |
| 7D | +0.5% | -2.5% | +3.0% | +1.2% |
| 30D | +1.1% | +0.8% | +0.3% | +0.8% |
| 3M | +5.9% | +17.2% | -11.3% | +0.9% |
| 6M | +11.6% | +13.6% | -2.0% | +6.9% |
| YTD | +19.8% | +12.2% | +7.6% | +14.6% |
| 1Y | +26.2% | -16.3% | +42.5% | +30.7% |
| 3Y | +68.5% | +36.4% | +32.0% | +45.8% |
| 5Y | +79.9% | +95.0% | -15.1% | +35.7% |
| 10Y | +229.7% | +813.2% | -583.6% | +64.4% |
| All | +267.9% | +647.6% | -379.7% | +79.3% |
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