+40.3%
RVNU price history and return analytics
+298.0%
-257.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -2.8% | -0.7% | -2.1% | -2.7% |
| 3M | -3.1% | +4.0% | -7.1% | -3.5% |
| 6M | -1.5% | +12.3% | -13.8% | -2.5% |
| YTD | +0.5% | +14.0% | -13.5% | -0.7% |
| 1Y | +3.3% | +20.3% | -17.0% | +1.5% |
| 3Y | +9.1% | +75.4% | -66.4% | +3.4% |
| 5Y | -4.5% | +66.0% | -70.4% | -9.3% |
| 10Y | +15.2% | +228.2% | -213.0% | +3.1% |
| All | +40.3% | +298.0% | -257.7% | +22.2% |
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