+40.3%
RUN vs VO
+200.3%
-159.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -2.3% |
| 7D | -3.7% | -1.5% | -2.2% | -0.9% |
| 30D | -13.0% | -3.0% | -10.0% | -7.5% |
| 3M | -31.8% | +2.8% | -34.6% | -34.9% |
| 6M | -32.2% | +10.9% | -43.2% | -43.4% |
| YTD | -53.5% | +12.5% | -65.9% | -61.7% |
| 1Y | -46.5% | +12.0% | -58.5% | -55.2% |
| 3Y | -37.6% | +56.3% | -93.9% | -70.2% |
| 5Y | -80.9% | +42.9% | -123.8% | -87.9% |
| All | +40.3% | +200.3% | -159.9% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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