+41.1%
VCIT vs RUN
-31.9%
+73.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.3% | +1.3% | -1.6% | -0.4% |
| 30D | -0.8% | -15.3% | +14.5% | -0.5% |
| 3M | -1.0% | -40.0% | +39.0% | -0.2% |
| 6M | -1.8% | -27.0% | +25.1% | -1.5% |
| YTD | -0.7% | -51.7% | +51.0% | +0.1% |
| 1Y | +1.0% | -45.9% | +46.9% | +1.5% |
| 3Y | +18.8% | -43.8% | +62.6% | +16.9% |
| 5Y | +3.5% | -80.5% | +84.0% | +2.5% |
| 10Y | +29.2% | +45.3% | -16.0% | +25.2% |
| All | +41.1% | -31.9% | +73.0% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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