-84.4%
RNXT vs VT
+59.3%
-143.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.3% | -5.3% |
| 7D | -15.0% | -2.3% | -12.7% | -12.6% |
| 30D | -17.5% | -5.0% | -12.6% | -12.4% |
| 3M | -1.7% | -4.9% | +3.1% | +4.6% |
| 6M | +27.0% | -1.5% | +28.5% | +30.9% |
| YTD | +34.5% | +8.5% | +26.0% | +25.2% |
| 1Y | +17.0% | +11.4% | +5.6% | +6.1% |
| 3Y | -4.2% | +70.1% | -74.3% | -43.6% |
| 5Y | -78.5% | +53.7% | -132.2% | -85.7% |
| All | -84.4% | +59.3% | -143.7% | -90.6% |
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