+271.1%
VTV vs RACE
+663.9%
-392.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -0.5% | +3.9% | -4.4% | -1.6% |
| 30D | +3.1% | +7.4% | -4.4% | +1.0% |
| 3M | +1.8% | +1.6% | +0.2% | +1.2% |
| 6M | +10.9% | +23.3% | -12.4% | +3.8% |
| YTD | +20.9% | +14.7% | +6.2% | +14.8% |
| 1Y | +24.6% | +2.5% | +22.1% | +22.3% |
| 3Y | +78.6% | +28.0% | +50.6% | +58.1% |
| 5Y | +76.4% | +69.8% | +6.6% | +39.4% |
| 10Y | +230.7% | +734.9% | -504.2% | +68.1% |
| All | +271.1% | +663.9% | -392.8% | +79.7% |
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