+1,216.9%
VST vs RUN
+50.2%
+1,166.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.0% |
| 3M | -2.7% | -40.0% | +37.3% | +2.4% |
| 6M | -8.4% | -27.0% | +18.6% | -5.9% |
| YTD | -7.2% | -51.7% | +44.5% | -1.7% |
| 1Y | -20.9% | -45.9% | +25.0% | -17.7% |
| 3Y | +384.0% | -43.8% | +427.8% | +345.6% |
| 5Y | +757.1% | -80.5% | +837.5% | +736.3% |
| All | +1,216.9% | +50.2% | +1,166.7% | +709.0% |
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 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