+2,545.5%
VRT vs RUN
-38.4%
+2,583.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.6% | -5.1% | -8.9% |
| 7D | +2.4% | -1.8% | +4.2% | +2.8% |
| 30D | -2.7% | -10.8% | +8.2% | -0.9% |
| 3M | -9.2% | -30.2% | +21.0% | -4.0% |
| 6M | -0.5% | -22.3% | +21.8% | +2.9% |
| YTD | +62.3% | -52.2% | +114.5% | +77.2% |
| 1Y | +109.6% | -45.1% | +154.7% | +122.6% |
| 3Y | +573.1% | -37.1% | +610.2% | +468.5% |
| 5Y | +953.6% | -80.3% | +1,033.9% | +938.6% |
| All | +2,545.5% | -38.4% | +2,583.9% | +1,656.0% |
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