+49.3%
RMBI vs VT
+131.3%
-82.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.1% | -2.3% | +1.2% | +0.1% |
| 30D | +3.0% | -5.0% | +8.0% | +5.9% |
| 3M | -0.6% | -4.9% | +4.2% | +2.1% |
| 6M | +4.6% | -1.5% | +6.1% | +5.0% |
| YTD | +15.1% | +8.5% | +6.7% | +9.1% |
| 1Y | +25.1% | +11.4% | +13.7% | +16.6% |
| 3Y | +78.5% | +70.1% | +8.4% | +28.0% |
| 5Y | +19.7% | +53.7% | -34.0% | -8.5% |
| All | +49.3% | +131.3% | -82.0% | -23.4% |
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 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