-92.6%
RLMD vs VT
+235.9%
-328.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | -18.6% | +1.0% | -19.5% | -19.3% |
| 3M | -29.8% | +2.4% | -32.2% | -31.2% |
| 6M | -7.1% | +12.0% | -19.1% | -15.1% |
| YTD | -8.3% | +15.3% | -23.6% | -18.1% |
| 1Y | +223.4% | +22.6% | +200.8% | +175.6% |
| 3Y | +16.9% | +74.7% | -57.8% | -26.4% |
| 5Y | -81.8% | +66.1% | -148.0% | -88.7% |
| 10Y | -30.8% | +225.0% | -255.8% | -72.0% |
| All | -92.6% | +235.9% | -328.5% | -97.2% |
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