+51.9%
RNIN vs VT
+29.7%
+22.1%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.1% |
| 7D | -2.1% | +0.4% | -2.4% | -2.3% |
| 30D | +4.0% | -2.6% | +6.6% | +5.6% |
| 3M | +4.0% | -3.2% | +7.3% | +6.0% |
| 6M | +21.2% | +0.9% | +20.2% | +20.0% |
| YTD | +39.0% | +11.3% | +27.7% | +26.5% |
| 1Y | +42.1% | +14.0% | +28.1% | +25.8% |
| All | +51.9% | +29.7% | +22.1% | +15.8% |
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