+457.7%
RCMT vs VT
+215.5%
+242.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -9.0% | -2.3% | -6.7% | -7.0% |
| 30D | -22.6% | -5.0% | -17.6% | -19.0% |
| 3M | +12.3% | -4.9% | +17.2% | +17.4% |
| 6M | +6.8% | -1.5% | +8.3% | +8.3% |
| YTD | +56.7% | +8.5% | +48.2% | +46.0% |
| 1Y | +44.4% | +11.4% | +33.1% | +31.4% |
| 3Y | +66.6% | +70.1% | -3.5% | +5.4% |
| 5Y | +389.3% | +53.7% | +335.6% | +237.9% |
| All | +457.7% | +215.5% | +242.2% | +137.4% |
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