-82.0%
RNXT vs VT
+65.7%
-147.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | -0.3% |
| 7D | -8.1% | -0.3% | -7.8% | -7.6% |
| 30D | -10.9% | -1.4% | -9.4% | -9.3% |
| 3M | +26.0% | -1.4% | +27.4% | +28.6% |
| 6M | +48.0% | +5.5% | +42.6% | +41.4% |
| YTD | +56.0% | +12.8% | +43.1% | +38.7% |
| 1Y | +28.4% | +15.4% | +13.0% | +11.8% |
| 3Y | +13.9% | +76.9% | -63.0% | -35.9% |
| 5Y | -75.9% | +60.4% | -136.3% | -84.8% |
| All | -82.0% | +65.7% | -147.6% | -89.6% |
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 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