+38.3%
RMCO vs VT
+23.4%
+14.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.4% |
| 7D | -3.8% | +0.1% | -3.9% | -4.0% |
| 30D | +18.3% | +0.8% | +17.5% | +17.2% |
| 3M | +9.1% | +2.8% | +6.4% | +5.4% |
| 6M | -30.3% | +13.0% | -43.3% | -45.1% |
| YTD | -9.8% | +15.4% | -25.2% | -29.3% |
| All | +38.3% | +23.4% | +14.9% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling