+44.0%
RUNN vs VT
+75.5%
-31.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +0.1% |
| 7D | +0.3% | +0.4% | -0.1% | -0.1% |
| 30D | +7.4% | -2.6% | +10.0% | +9.3% |
| 3M | +1.2% | -3.2% | +4.5% | +3.5% |
| 6M | +9.5% | +0.9% | +8.5% | +8.1% |
| YTD | +7.2% | +11.3% | -4.1% | -2.2% |
| 1Y | +8.8% | +14.0% | -5.2% | -2.7% |
| 3Y | +42.0% | +75.8% | -33.8% | -10.8% |
| All | +44.0% | +75.5% | -31.5% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling