+769.3%
VST vs RUN
-80.5%
+849.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.6% |
| 7D | +8.9% | +1.3% | +7.7% | +8.7% |
| 30D | +6.2% | -15.3% | +21.5% | +7.9% |
| 3M | -2.7% | -40.0% | +37.3% | +2.1% |
| 6M | -8.4% | -27.0% | +18.6% | -6.0% |
| YTD | -7.2% | -51.7% | +44.5% | -2.0% |
| 1Y | -20.9% | -45.9% | +25.0% | -17.8% |
| 3Y | +384.0% | -43.8% | +427.8% | +348.8% |
| All | +769.3% | -80.5% | +849.8% | +704.6% |
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