-93.5%
RLMD vs VT
+215.9%
-309.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.3% |
| 7D | +8.9% | -2.3% | +11.3% | +11.3% |
| 30D | +20.0% | -5.0% | +25.0% | +25.5% |
| 3M | -27.4% | -4.9% | -22.5% | -24.1% |
| 6M | -50.4% | -1.5% | -48.8% | -49.6% |
| YTD | -19.3% | +8.5% | -27.7% | -23.8% |
| 1Y | +49.4% | +11.4% | +38.1% | +38.3% |
| 3Y | +24.6% | +70.1% | -45.5% | -19.5% |
| 5Y | -85.2% | +53.7% | -138.9% | -90.1% |
| 10Y | -2.5% | +220.0% | -222.5% | -59.5% |
| All | -93.5% | +215.9% | -309.4% | -97.4% |
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 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