-46.6%
VG vs RUN
-3.4%
-43.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.1% | +1.4% | +5.6% |
| 7D | +5.5% | +3.2% | +2.3% | +5.6% |
| 30D | -3.6% | +19.5% | -23.1% | -2.9% |
| 3M | -4.0% | -9.6% | +5.6% | -3.7% |
| 6M | +9.4% | -37.3% | +46.7% | +9.7% |
| YTD | +86.6% | -50.7% | +137.3% | +88.6% |
| 1Y | +69.5% | -54.1% | +123.6% | +71.7% |
| All | -46.6% | -3.4% | -43.2% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling