+82.6%
VOO vs RUN
-81.3%
+163.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.5% |
| 7D | -2.0% | -3.4% | +1.4% | -1.8% |
| 30D | -1.7% | -14.0% | +12.3% | -0.7% |
| 3M | +4.7% | -27.5% | +32.2% | +6.8% |
| 6M | +12.6% | -29.0% | +41.5% | +14.5% |
| YTD | +11.8% | -53.1% | +64.9% | +15.9% |
| 1Y | +17.5% | -46.7% | +64.3% | +20.2% |
| 3Y | +77.0% | -38.3% | +115.3% | +62.5% |
| 5Y | +82.6% | -80.7% | +163.3% | +78.6% |
| All | +82.6% | -81.3% | +163.8% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling