+717.5%
RCMT vs VT
+222.7%
+494.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | +41.0% | +1.0% | +40.0% | +39.7% |
| 3M | +71.6% | +2.4% | +69.2% | +67.5% |
| 6M | +107.0% | +12.0% | +95.0% | +87.5% |
| YTD | +100.4% | +15.3% | +85.1% | +76.9% |
| 1Y | +52.6% | +22.6% | +30.0% | +27.8% |
| 3Y | +98.6% | +74.7% | +24.0% | +23.2% |
| 5Y | +676.1% | +66.1% | +610.0% | +404.2% |
| All | +717.5% | +222.7% | +494.7% | +282.2% |
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 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