+51.3%
RNIN vs VT
+34.4%
+16.9%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | -1.1% | +0.4% | -1.5% | -1.4% |
| 30D | +4.2% | +1.0% | +3.2% | +3.6% |
| 3M | +18.3% | +2.4% | +16.0% | +16.8% |
| 6M | +31.3% | +12.0% | +19.3% | +21.1% |
| YTD | +38.5% | +15.3% | +23.2% | +23.6% |
| 1Y | +41.0% | +22.6% | +18.4% | +16.8% |
| All | +51.3% | +34.4% | +16.9% | +13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling