+44.6%
RUNN vs VT
+76.7%
-32.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | +7.1% | -1.7% | +8.8% | +8.3% |
| 3M | +1.2% | -2.3% | +3.5% | +2.7% |
| 6M | +10.7% | +1.5% | +9.2% | +8.9% |
| YTD | +7.7% | +12.0% | -4.4% | -2.3% |
| 1Y | +8.3% | +12.9% | -4.5% | -2.2% |
| 3Y | +41.1% | +74.9% | -33.8% | -11.0% |
| All | +44.6% | +76.7% | -32.1% | -9.7% |
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