+51.8%
RNIN vs VT
+29.1%
+22.7%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +4.0% | -3.1% | +7.1% | +5.9% |
| 3M | +3.2% | -3.5% | +6.7% | +5.4% |
| 6M | +21.1% | +0.5% | +20.7% | +20.3% |
| YTD | +39.0% | +10.8% | +28.2% | +26.9% |
| 1Y | +41.2% | +11.9% | +29.3% | +27.4% |
| All | +51.8% | +29.1% | +22.7% | +16.1% |
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