-12.0%
RMR vs VT
+69.7%
-81.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -6.4% | -2.3% | -4.0% | -4.9% |
| 30D | -9.3% | -5.0% | -4.3% | -6.3% |
| 3M | -14.9% | -4.9% | -10.1% | -12.2% |
| 6M | -16.7% | -1.5% | -15.1% | -16.1% |
| YTD | +16.0% | +8.5% | +7.5% | +9.2% |
| 1Y | +9.3% | +11.4% | -2.0% | +1.0% |
| 3Y | -12.0% | +70.1% | -82.1% | -50.8% |
| All | -12.0% | +69.7% | -81.8% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling