+517.5%
RCMT vs VT
+221.8%
+295.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | -1.6% | +2.4% | -3.9% | -3.4% |
| 30D | -18.5% | -1.5% | -17.0% | -17.2% |
| 3M | +9.1% | -4.1% | +13.2% | +13.3% |
| 6M | +8.7% | +0.6% | +8.2% | +8.4% |
| YTD | +54.2% | +11.0% | +43.2% | +40.9% |
| 1Y | +66.9% | +13.3% | +53.5% | +49.8% |
| 3Y | +26.7% | +73.4% | -46.7% | -21.1% |
| 5Y | +407.1% | +57.4% | +349.6% | +243.7% |
| All | +517.5% | +221.8% | +295.7% | +177.8% |
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 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