-43.2%
RMNI vs VT
+222.7%
-265.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | +7.5% | +2.9% | +4.6% | +4.1% |
| 30D | +36.7% | -2.5% | +39.2% | +40.1% |
| 3M | +17.2% | -3.3% | +20.5% | +21.2% |
| 6M | +55.7% | +1.5% | +54.2% | +51.2% |
| YTD | +44.1% | +11.4% | +32.7% | +25.7% |
| 1Y | +38.0% | +11.9% | +26.1% | +19.7% |
| 3Y | +91.4% | +73.9% | +17.6% | -0.9% |
| 5Y | -22.0% | +57.9% | -79.9% | -54.1% |
| All | -43.2% | +222.7% | -265.9% | -81.2% |
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