+340.6%
VOO vs RUN
-29.4%
+370.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | +0.5% | +10.2% | -9.6% | -0.3% |
| 30D | -0.9% | -9.6% | +8.7% | -0.2% |
| 3M | +3.9% | -31.5% | +35.4% | +6.8% |
| 6M | +14.5% | -18.7% | +33.2% | +15.6% |
| YTD | +13.0% | -49.9% | +62.8% | +17.4% |
| 1Y | +19.4% | -45.5% | +64.9% | +22.5% |
| 3Y | +78.9% | -34.1% | +113.0% | +61.9% |
| 5Y | +82.3% | -79.4% | +161.7% | +76.2% |
| 10Y | +314.2% | +48.9% | +265.3% | +208.9% |
| All | +340.6% | -29.4% | +370.0% | +233.6% |
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 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