-73.8%
RNAC vs VT
+75.0%
-148.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | -3.4% | +0.4% | -3.9% | -4.3% |
| 30D | +11.0% | +1.0% | +10.0% | +8.9% |
| 3M | +41.5% | +2.4% | +39.1% | +34.4% |
| 6M | +17.8% | +12.0% | +5.8% | -6.0% |
| YTD | +28.6% | +15.3% | +13.2% | -3.7% |
| 1Y | -7.3% | +22.6% | -29.9% | -39.0% |
| All | -73.8% | +75.0% | -148.8% | -91.4% |
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