+316.7%
VTI vs RUN
-29.4%
+346.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | +0.6% | +10.2% | -9.5% | -0.3% |
| 30D | -1.1% | -9.6% | +8.5% | -0.3% |
| 3M | +3.9% | -31.5% | +35.4% | +7.1% |
| 6M | +14.6% | -18.7% | +33.3% | +15.7% |
| YTD | +13.3% | -49.9% | +63.2% | +18.2% |
| 1Y | +19.2% | -45.5% | +64.7% | +22.4% |
| 3Y | +77.4% | -34.1% | +111.5% | +59.4% |
| 5Y | +74.0% | -79.4% | +153.5% | +67.9% |
| 10Y | +294.6% | +48.9% | +245.7% | +191.5% |
| All | +316.7% | -29.4% | +346.1% | +212.5% |
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