+50.8%
RNST vs VT
+215.5%
-164.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | -1.4% | -2.3% | +1.0% | +1.0% |
| 30D | +1.3% | -5.0% | +6.3% | +6.6% |
| 3M | -8.5% | -4.9% | -3.6% | -3.9% |
| 6M | -1.9% | -1.5% | -0.4% | -1.2% |
| YTD | +13.9% | +8.5% | +5.4% | +3.0% |
| 1Y | +18.5% | +11.4% | +7.1% | +4.1% |
| 3Y | +59.7% | +70.1% | -10.4% | -10.2% |
| 5Y | +14.4% | +53.7% | -39.3% | -28.4% |
| All | +50.8% | +215.5% | -164.8% | -55.9% |
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