-90.8%
RMCF vs VT
+53.4%
-144.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.3% |
| 7D | -2.4% | -2.3% | 0.0% | -1.0% |
| 30D | -18.6% | -5.0% | -13.7% | -16.5% |
| 3M | -1.2% | -4.9% | +3.7% | +1.6% |
| 6M | -68.8% | -1.5% | -67.3% | -68.4% |
| YTD | -56.3% | +8.5% | -64.8% | -57.5% |
| 1Y | -47.8% | +11.4% | -59.2% | -49.7% |
| 3Y | -79.0% | +70.1% | -149.1% | -82.1% |
| All | -90.8% | +53.4% | -144.2% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling