+65.5%
VZ vs RACE
+738.3%
-672.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +2.2% | +3.9% | -1.7% | +1.8% |
| 30D | +10.6% | +7.4% | +3.2% | +9.7% |
| 3M | -0.6% | +1.6% | -2.2% | -0.8% |
| 6M | +0.7% | +23.3% | -22.6% | -1.7% |
| YTD | +20.6% | +14.7% | +6.0% | +18.3% |
| 1Y | +22.7% | +2.5% | +20.2% | +21.9% |
| 3Y | +57.2% | +28.0% | +29.3% | +49.8% |
| 5Y | +21.4% | +69.8% | -48.4% | +9.9% |
| 10Y | +65.5% | +734.9% | -669.4% | +21.3% |
| All | +65.5% | +738.3% | -672.8% | +21.3% |
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 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