+36.4%
RUNN vs VT
+81.0%
-44.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -1.7% | +1.0% | -2.7% | -2.4% |
| 30D | -4.1% | -0.2% | -3.9% | -4.0% |
| 3M | +4.6% | +4.5% | +0.1% | +1.0% |
| 6M | +0.2% | +14.1% | -13.9% | -9.9% |
| YTD | +1.6% | +14.8% | -13.2% | -9.2% |
| 1Y | -1.6% | +21.2% | -22.8% | -16.0% |
| 3Y | +31.8% | +76.6% | -44.8% | -17.4% |
| All | +36.4% | +81.0% | -44.5% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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