-99.6%
VNRX vs VT
+226.9%
-326.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -2.9% | -2.0% | -0.9% | -1.0% |
| 30D | -52.8% | -1.4% | -51.4% | -52.0% |
| 3M | -75.5% | +4.7% | -80.3% | -76.4% |
| 6M | -91.5% | +11.4% | -102.9% | -92.3% |
| YTD | -93.5% | +13.1% | -106.5% | -94.2% |
| 1Y | -97.3% | +19.0% | -116.3% | -97.7% |
| 3Y | -98.7% | +73.9% | -172.6% | -99.2% |
| 5Y | -99.5% | +65.4% | -164.9% | -99.7% |
| All | -99.6% | +226.9% | -326.5% | -99.9% |
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