+73.1%
RNR vs VT
+77.9%
-4.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -0.1% | +0.4% | -0.6% | -0.2% |
| 30D | +2.1% | +1.0% | +1.1% | +1.9% |
| 3M | +19.1% | +2.4% | +16.7% | +18.5% |
| 6M | +10.3% | +12.0% | -1.7% | +6.4% |
| YTD | +17.8% | +15.3% | +2.5% | +12.2% |
| 1Y | +35.6% | +22.6% | +13.1% | +25.5% |
| All | +73.1% | +77.9% | -4.7% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling