+210.8%
VT vs RUN
-24.4%
+235.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +12.3% | -16.4% | -5.1% |
| 7D | -4.2% | +30.0% | -34.2% | -6.5% |
| 30D | -5.8% | +27.0% | -32.8% | -8.0% |
| 3M | -5.2% | -5.9% | +0.7% | -5.2% |
| 6M | +0.1% | -26.7% | +26.8% | +1.9% |
| YTD | +8.2% | -46.4% | +54.6% | +11.6% |
| 1Y | +10.1% | -52.1% | +62.2% | +14.3% |
| 3Y | +69.7% | -8.9% | +78.6% | +49.0% |
| 5Y | +53.4% | -82.4% | +135.8% | +51.1% |
| 10Y | +219.2% | +109.6% | +109.7% | +133.0% |
| All | +210.8% | -24.4% | +235.2% | +132.8% |
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