-36.4%
RMR vs VT
+59.8%
-96.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.0% |
| 7D | -5.7% | -0.7% | -5.0% | -5.2% |
| 30D | -11.4% | -1.7% | -9.7% | -10.3% |
| 3M | -18.1% | -2.3% | -15.8% | -16.8% |
| 6M | -15.5% | +1.5% | -17.0% | -16.7% |
| YTD | +17.1% | +12.0% | +5.0% | +6.8% |
| 1Y | +12.1% | +12.9% | -0.8% | +1.7% |
| 3Y | -8.7% | +74.9% | -83.6% | -42.1% |
| 5Y | -36.4% | +59.9% | -96.3% | -57.0% |
| All | -36.4% | +59.8% | -96.1% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling