-99.5%
VNRX vs VT
+65.7%
-165.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.7% | +3.6% |
| 7D | -10.5% | -0.1% | -10.4% | -10.5% |
| 30D | -55.8% | -0.7% | -55.2% | -55.5% |
| 3M | -75.0% | +4.0% | -79.0% | -75.6% |
| 6M | -91.5% | +12.3% | -103.8% | -92.2% |
| YTD | -93.5% | +14.0% | -107.5% | -94.1% |
| 1Y | -97.3% | +20.3% | -117.6% | -97.7% |
| 3Y | -98.7% | +75.4% | -174.1% | -99.2% |
| 5Y | -99.5% | +66.0% | -165.5% | -99.6% |
| All | -99.5% | +65.7% | -165.2% | -99.6% |
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 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