+228.7%
VTV vs RUN
+42.2%
+186.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -1.1% | -3.7% | +2.6% | -0.8% |
| 30D | -1.0% | -13.0% | +12.0% | -0.1% |
| 3M | +4.6% | -31.8% | +36.4% | +7.2% |
| 6M | +13.5% | -32.2% | +45.7% | +15.8% |
| YTD | +18.5% | -53.5% | +72.0% | +23.1% |
| 1Y | +22.9% | -46.5% | +69.4% | +25.5% |
| 3Y | +67.8% | -37.6% | +105.5% | +53.9% |
| 5Y | +81.8% | -80.9% | +162.7% | +77.3% |
| All | +228.7% | +42.2% | +186.5% | +126.0% |
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 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