-43.8%
RMNI vs VT
+217.6%
-261.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.8% |
| 7D | +12.9% | -0.1% | +13.0% | +13.0% |
| 30D | +32.9% | -3.1% | +36.0% | +37.1% |
| 3M | +12.6% | -3.5% | +16.1% | +16.7% |
| 6M | +37.6% | +0.5% | +37.1% | +35.2% |
| YTD | +42.5% | +10.8% | +31.7% | +25.0% |
| 1Y | +38.6% | +11.9% | +26.7% | +20.2% |
| 3Y | +89.4% | +73.0% | +16.4% | -1.4% |
| 5Y | -22.5% | +58.6% | -81.2% | -54.7% |
| 10Y | -43.8% | +219.2% | -263.0% | -81.3% |
| All | -43.8% | +217.6% | -261.4% | -81.3% |
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 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