-7.5%
RNRG vs VT
+211.8%
-219.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -0.3% | +2.9% | -3.2% | -2.5% |
| 30D | -2.0% | -2.5% | +0.5% | -0.2% |
| 3M | -10.1% | -3.3% | -6.8% | -7.9% |
| 6M | -18.3% | +1.5% | -19.8% | -19.4% |
| YTD | -5.2% | +11.4% | -16.6% | -12.9% |
| 1Y | -7.0% | +11.9% | -19.0% | -15.0% |
| 3Y | +13.9% | +73.9% | -60.0% | -26.5% |
| 5Y | -32.7% | +57.9% | -90.6% | -53.4% |
| 10Y | +29.8% | +222.6% | -192.9% | -48.4% |
| All | -7.5% | +211.8% | -219.3% | -62.7% |
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