+609.0%
RCMT vs VT
+66.2%
+542.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +39.5% |
| 3M | +71.6% | +2.4% | +69.2% | +66.9% |
| 6M | +107.0% | +12.0% | +95.0% | +84.6% |
| YTD | +100.4% | +15.3% | +85.1% | +73.5% |
| 1Y | +52.6% | +22.6% | +30.0% | +24.2% |
| 3Y | +98.6% | +74.7% | +24.0% | +12.7% |
| All | +609.0% | +66.2% | +542.8% | +398.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling