-100.0%
RNAZ vs VT
+57.9%
-157.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -6.0% | -1.6% | -4.4% | -4.0% |
| 30D | 0.0% | -2.5% | +2.5% | +3.3% |
| 3M | -62.8% | -1.3% | -61.5% | -62.0% |
| 6M | -79.9% | +3.1% | -83.0% | -80.8% |
| YTD | -77.0% | +10.9% | -87.9% | -80.2% |
| 1Y | -85.1% | +12.1% | -97.1% | -87.3% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| All | -100.0% | +57.9% | -157.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling