+1,058.9%
VST vs RUN
+47.1%
+1,011.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.6% | +8.5% | -0.9% |
| 7D | -6.0% | +0.3% | -6.4% | -6.3% |
| 30D | -18.8% | +14.0% | -32.8% | -20.3% |
| 3M | -8.0% | -11.8% | +3.7% | -7.2% |
| 6M | -10.9% | -40.4% | +29.5% | -6.6% |
| YTD | -18.3% | -52.7% | +34.3% | -13.7% |
| 1Y | -29.9% | -52.5% | +22.6% | -26.1% |
| 3Y | +290.3% | -7.7% | +298.0% | +239.2% |
| 5Y | +635.3% | -83.9% | +719.2% | +633.3% |
| 10Y | +1,162.4% | +84.9% | +1,077.4% | +622.6% |
| All | +1,058.9% | +47.1% | +1,011.8% | +610.1% |
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