+65.5%
VZ vs RACE
+740.1%
-674.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.8% |
| 7D | +2.1% | +5.1% | -2.9% | +1.6% |
| 30D | +1.4% | +7.7% | -6.3% | +0.6% |
| 3M | -1.3% | +2.2% | -3.4% | -1.6% |
| 6M | -0.5% | +23.8% | -24.3% | -3.0% |
| YTD | +19.6% | +13.9% | +5.7% | +17.5% |
| 1Y | +22.4% | +3.8% | +18.6% | +21.4% |
| 3Y | +55.9% | +28.0% | +27.8% | +48.5% |
| 5Y | +20.4% | +64.9% | -44.5% | +9.4% |
| All | +65.5% | +740.1% | -674.5% | +22.8% |
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