+39.2%
RVNU vs VT
+287.6%
-248.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.3% | +2.4% | -3.6% | -1.5% |
| 30D | +1.9% | -1.5% | +3.4% | +2.0% |
| 3M | -3.5% | -4.1% | +0.7% | -3.1% |
| 6M | -2.7% | +0.6% | -3.3% | -2.8% |
| YTD | -0.2% | +11.0% | -11.3% | -1.2% |
| 1Y | -0.7% | +13.3% | -14.1% | -1.9% |
| 3Y | +10.6% | +73.4% | -62.8% | +5.0% |
| 5Y | -5.0% | +57.4% | -62.5% | -9.4% |
| 10Y | +18.9% | +221.7% | -202.8% | +6.6% |
| All | +39.2% | +287.6% | -248.4% | +21.5% |
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