-80.3%
RUN price history and return analytics
+65.7%
-146.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -3.9% | -3.1% |
| 7D | -1.8% | -0.1% | -1.6% | -1.5% |
| 30D | -10.8% | -0.7% | -10.2% | -9.2% |
| 3M | -30.2% | +4.0% | -34.2% | -35.6% |
| 6M | -22.3% | +12.3% | -34.6% | -39.6% |
| YTD | -52.2% | +14.0% | -66.2% | -63.5% |
| 1Y | -45.1% | +20.3% | -65.4% | -62.5% |
| 3Y | -37.1% | +75.4% | -112.5% | -81.6% |
| 5Y | -80.3% | +66.0% | -146.2% | -92.3% |
| All | -80.3% | +65.7% | -146.0% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling