-36.2%
RNW price history and return analytics
+85.7%
-121.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.4% | +2.4% | -1.9% | -1.9% |
| 30D | +1.2% | -1.5% | +2.7% | +2.4% |
| 3M | +2.4% | -4.1% | +6.5% | +6.2% |
| 6M | +27.9% | +0.6% | +27.4% | +26.5% |
| YTD | +23.2% | +11.0% | +12.1% | +10.0% |
| 1Y | -5.3% | +13.3% | -18.7% | -17.3% |
| 3Y | +20.8% | +73.4% | -52.6% | -35.3% |
| 5Y | -26.9% | +57.4% | -84.3% | -56.7% |
| All | -36.2% | +85.7% | -121.9% | -67.8% |
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