+57.3%
VZ vs RACE
+30.0%
+27.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | 0.0% |
| 7D | +5.6% | +5.7% | 0.0% | +5.4% |
| 30D | +1.9% | +9.3% | -7.4% | +1.5% |
| 3M | +0.8% | +3.8% | -3.0% | +0.6% |
| 6M | +0.6% | +29.8% | -29.2% | -0.6% |
| YTD | +20.8% | +15.6% | +5.2% | +19.9% |
| 1Y | +23.9% | +5.1% | +18.9% | +23.5% |
| All | +57.3% | +30.0% | +27.3% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling