+49.9%
RMBI vs VT
+137.3%
-87.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -1.0% |
| 7D | -0.3% | +0.4% | -0.6% | -0.5% |
| 30D | +2.8% | -2.6% | +5.4% | +4.2% |
| 3M | +0.5% | -3.2% | +3.7% | +2.3% |
| 6M | +6.0% | +0.9% | +5.0% | +4.9% |
| YTD | +15.6% | +11.3% | +4.3% | +8.0% |
| 1Y | +21.7% | +14.0% | +7.7% | +11.9% |
| 3Y | +73.2% | +75.8% | -2.6% | +21.9% |
| 5Y | +19.8% | +57.8% | -38.0% | -9.8% |
| All | +49.9% | +137.3% | -87.4% | -24.1% |
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