-77.4%
RNXT vs VT
+53.2%
-130.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -4.8% |
| 7D | -20.1% | -4.2% | -16.0% | -16.1% |
| 30D | -14.4% | -5.8% | -8.6% | -8.4% |
| 3M | +12.3% | -5.2% | +17.5% | +19.8% |
| 6M | +28.2% | +0.1% | +28.1% | +29.9% |
| YTD | +41.7% | +8.2% | +33.4% | +32.6% |
| 1Y | +15.5% | +10.1% | +5.4% | +6.5% |
| 3Y | +3.5% | +69.7% | -66.2% | -37.2% |
| 5Y | -77.4% | +53.4% | -130.8% | -86.7% |
| All | -77.4% | +53.2% | -130.6% | -86.7% |
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 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