+30.8%
RMI vs VT
+176.8%
-146.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -5.0% | +1.0% | -5.9% | -5.2% |
| 3M | +0.2% | +2.4% | -2.2% | -0.5% |
| 6M | -1.8% | +12.0% | -13.8% | -4.8% |
| YTD | +9.6% | +15.3% | -5.8% | +5.3% |
| 1Y | +15.4% | +22.6% | -7.2% | +9.1% |
| 3Y | +16.1% | +74.7% | -58.6% | -0.6% |
| 5Y | -4.8% | +66.1% | -70.9% | -18.1% |
| All | +30.8% | +176.8% | -146.0% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling