+824.6%
RNR vs VT
+346.0%
+478.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.1% |
| 7D | +2.4% | -2.3% | +4.7% | +3.7% |
| 30D | +7.5% | -5.0% | +12.5% | +10.7% |
| 3M | +7.5% | -4.9% | +12.4% | +10.5% |
| 6M | +15.1% | -1.5% | +16.6% | +15.1% |
| YTD | +24.0% | +8.5% | +15.6% | +16.2% |
| 1Y | +31.0% | +11.4% | +19.6% | +20.5% |
| 3Y | +70.7% | +70.1% | +0.6% | +18.7% |
| 5Y | +135.8% | +53.7% | +82.1% | +73.1% |
| 10Y | +202.4% | +220.0% | -17.6% | +38.8% |
| All | +824.6% | +346.0% | +478.6% | +282.1% |
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