+9.5%
RMMZ vs VT
+71.3%
-61.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.9% | +0.4% | -4.3% | -3.9% |
| 30D | -1.2% | +1.0% | -2.1% | -1.3% |
| 3M | -0.1% | +2.4% | -2.5% | -0.5% |
| 6M | +1.7% | +12.0% | -10.3% | -0.1% |
| YTD | +4.9% | +15.3% | -10.5% | +2.5% |
| 1Y | +8.1% | +22.6% | -14.5% | +4.6% |
| 3Y | +18.7% | +74.7% | -56.0% | +8.3% |
| All | +9.5% | +71.3% | -61.8% | -2.4% |
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