+297.8%
VTI vs RUN
+42.2%
+255.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | -0.9% | -3.7% | +2.8% | -0.5% |
| 30D | -1.4% | -13.0% | +11.6% | -0.2% |
| 3M | +3.6% | -31.8% | +35.4% | +7.1% |
| 6M | +13.6% | -32.2% | +45.8% | +16.9% |
| YTD | +12.9% | -53.5% | +66.4% | +19.0% |
| 1Y | +17.2% | -46.5% | +63.8% | +20.8% |
| 3Y | +75.7% | -37.6% | +113.3% | +56.5% |
| 5Y | +75.4% | -80.9% | +156.3% | +70.3% |
| All | +297.8% | +42.2% | +255.6% | +163.3% |
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