+347.3%
RNST vs VT
+374.2%
-26.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.8% | +0.4% | +0.3% | +0.3% |
| 30D | -6.2% | +1.0% | -7.2% | -7.2% |
| 3M | +2.7% | +2.4% | +0.3% | -0.5% |
| 6M | +8.4% | +12.0% | -3.6% | -5.0% |
| YTD | +19.0% | +15.3% | +3.6% | +0.9% |
| 1Y | +6.6% | +22.6% | -15.9% | -15.6% |
| 3Y | +58.0% | +74.7% | -16.7% | -14.3% |
| 5Y | +37.0% | +66.1% | -29.2% | -22.3% |
| 10Y | +49.6% | +225.0% | -175.4% | -59.3% |
| All | +347.3% | +374.2% | -26.9% | -15.8% |
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 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