+40.9%
RVNU vs VT
+302.6%
-261.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.3% | +0.4% | -1.7% | -1.3% |
| 30D | -1.9% | +1.0% | -2.9% | -2.0% |
| 3M | -2.8% | +2.4% | -5.2% | -3.1% |
| 6M | -1.0% | +12.0% | -13.0% | -2.1% |
| YTD | +1.0% | +15.3% | -14.4% | -0.4% |
| 1Y | +5.7% | +22.6% | -16.9% | +3.7% |
| 3Y | +9.1% | +74.7% | -65.6% | +3.5% |
| 5Y | -4.2% | +66.1% | -70.3% | -9.0% |
| 10Y | +15.4% | +225.0% | -209.6% | +3.1% |
| All | +40.9% | +302.6% | -261.7% | +22.6% |
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