+40.3%
RUN vs VOO
+325.3%
-285.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -2.3% |
| 7D | -3.7% | -0.8% | -2.9% | -2.4% |
| 30D | -13.0% | -1.1% | -11.9% | -11.2% |
| 3M | -31.8% | +3.9% | -35.7% | -35.8% |
| 6M | -32.2% | +13.6% | -45.9% | -44.7% |
| YTD | -53.5% | +12.7% | -66.2% | -61.1% |
| 1Y | -46.5% | +17.6% | -64.1% | -57.9% |
| 3Y | -37.6% | +77.3% | -114.9% | -75.5% |
| 5Y | -80.9% | +84.1% | -165.0% | -92.3% |
| All | +40.3% | +325.3% | -285.0% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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