-80.4%
RNAZ vs VT
+23.3%
-103.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -5.5% | +0.4% | -6.0% | -5.7% |
| 30D | -51.5% | +1.0% | -52.5% | -51.8% |
| 3M | -64.7% | +2.4% | -67.1% | -65.1% |
| 6M | -79.1% | +12.0% | -91.1% | -80.2% |
| YTD | -69.8% | +15.3% | -85.2% | -73.5% |
| 1Y | -80.4% | +22.6% | -103.0% | -85.6% |
| All | -80.4% | +23.3% | -103.7% | -85.6% |
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 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