-41.2%
RNA vs VT
+7.8%
-49.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -2.0% |
| 7D | +3.3% | -0.3% | +3.6% | +3.6% |
| 30D | +8.9% | -1.4% | +10.3% | +10.3% |
| 3M | -24.8% | -1.4% | -23.4% | -23.6% |
| 6M | -32.6% | +5.5% | -38.0% | -34.4% |
| All | -41.2% | +7.8% | -49.0% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling