+53.0%
RMCO vs VT
+20.4%
+32.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.1% |
| 7D | +1.9% | -0.1% | +2.0% | +2.0% |
| 30D | -7.1% | -0.7% | -6.5% | -6.3% |
| 3M | +8.6% | +4.0% | +4.6% | +2.7% |
| 6M | -31.8% | +12.3% | -44.1% | -45.8% |
| YTD | -8.1% | +14.0% | -22.2% | -27.1% |
| 1Y | +53.0% | +20.3% | +32.7% | +24.3% |
| All | +53.0% | +20.4% | +32.5% | +24.3% |
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