+1,914.5%
RCMT vs VT
+345.0%
+1,569.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -6.7% |
| 7D | -11.4% | -4.2% | -7.2% | -9.3% |
| 30D | -23.0% | -5.8% | -17.2% | -20.5% |
| 3M | +9.5% | -5.2% | +14.7% | +12.6% |
| 6M | +1.1% | +0.1% | +1.0% | +1.1% |
| YTD | +55.6% | +8.2% | +47.4% | +49.8% |
| 1Y | +36.3% | +10.1% | +26.2% | +30.1% |
| 3Y | +61.4% | +69.7% | -8.2% | +25.5% |
| 5Y | +385.8% | +53.4% | +332.4% | +296.3% |
| 10Y | +431.4% | +219.2% | +212.2% | +239.1% |
| All | +1,914.5% | +345.0% | +1,569.5% | +892.2% |
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