-99.3%
RENX vs VT
+74.0%
-173.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | -0.3% | +12.6% | +12.6% |
| 7D | +38.5% | +2.4% | +36.2% | +35.5% |
| 30D | -23.4% | -1.5% | -21.9% | -21.0% |
| 3M | -36.0% | -4.1% | -31.9% | -32.5% |
| 6M | -41.0% | +0.6% | -41.6% | -40.6% |
| YTD | -66.3% | +11.0% | -77.4% | -68.9% |
| 1Y | -94.1% | +13.3% | -107.5% | -94.6% |
| 3Y | -99.3% | +73.4% | -172.7% | -86.7% |
| All | -99.3% | +74.0% | -173.4% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling