-31.9%
RNRG vs VT
+59.8%
-91.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.9% |
| 30D | -1.0% | -1.7% | +0.7% | +0.2% |
| 3M | -8.2% | -2.3% | -5.9% | -6.6% |
| 6M | -18.7% | +1.5% | -20.3% | -19.9% |
| YTD | -4.4% | +12.0% | -16.4% | -12.8% |
| 1Y | -5.4% | +12.9% | -18.3% | -14.3% |
| 3Y | +14.9% | +74.9% | -60.0% | -28.2% |
| 5Y | -31.9% | +59.9% | -91.8% | -55.3% |
| All | -31.9% | +59.8% | -91.6% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling