+110.3%
RNP vs VT
+224.5%
-114.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | -1.7% | +1.0% | -2.6% | -2.5% |
| 3M | -1.8% | +2.4% | -4.2% | -4.1% |
| 6M | -4.0% | +12.0% | -16.0% | -13.3% |
| YTD | +6.8% | +15.3% | -8.6% | -6.1% |
| 1Y | -1.6% | +22.6% | -24.2% | -18.1% |
| 3Y | +34.8% | +74.7% | -39.9% | -18.5% |
| 5Y | +8.5% | +66.1% | -57.6% | -31.7% |
| All | +110.3% | +224.5% | -114.2% | -26.3% |
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