+176.1%
RMR vs VT
+235.7%
-59.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | -6.4% | -2.3% | -4.0% | -4.3% |
| 30D | -9.3% | -5.0% | -4.3% | -4.9% |
| 3M | -14.9% | -4.9% | -10.1% | -10.9% |
| 6M | -16.7% | -1.5% | -15.1% | -15.9% |
| YTD | +16.0% | +8.5% | +7.5% | +6.2% |
| 1Y | +9.3% | +11.4% | -2.0% | -2.5% |
| 3Y | -12.0% | +70.1% | -82.1% | -49.1% |
| 5Y | -36.4% | +53.7% | -90.1% | -59.4% |
| 10Y | -6.9% | +220.0% | -226.8% | -69.9% |
| All | +176.1% | +235.7% | -59.6% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling