-100.0%
RNAZ vs VT
+75.0%
-175.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -5.5% | +0.4% | -6.0% | -6.1% |
| 30D | -51.5% | +1.0% | -52.5% | -52.3% |
| 3M | -64.7% | +2.4% | -67.1% | -66.2% |
| 6M | -79.1% | +12.0% | -91.1% | -82.9% |
| YTD | -69.8% | +15.3% | -85.2% | -77.1% |
| 1Y | -80.4% | +22.6% | -103.0% | -86.7% |
| All | -100.0% | +75.0% | -175.0% | -100.0% |
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