-98.7%
RNAC vs VT
+215.5%
-314.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.8% | +10.7% |
| 7D | +16.0% | -2.3% | +18.3% | +20.0% |
| 30D | +12.7% | -5.0% | +17.7% | +21.7% |
| 3M | -14.0% | -4.9% | -9.2% | -7.4% |
| 6M | -9.7% | -1.5% | -8.2% | -7.6% |
| YTD | +4.4% | +8.5% | -4.0% | -6.9% |
| 1Y | -0.3% | +11.4% | -11.6% | -14.8% |
| 3Y | -77.2% | +70.1% | -147.3% | -88.8% |
| 5Y | -93.6% | +53.7% | -147.4% | -96.3% |
| All | -98.7% | +215.5% | -314.2% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling