-98.2%
RMSG vs VT
+68.5%
-166.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.2% |
| 7D | +1.3% | +2.9% | -1.5% | -0.2% |
| 30D | -26.4% | -2.5% | -23.9% | -25.1% |
| 3M | -52.7% | -3.3% | -49.3% | -51.6% |
| 6M | -87.7% | +1.5% | -89.3% | -88.0% |
| YTD | -86.6% | +11.4% | -98.0% | -87.6% |
| 1Y | -91.5% | +11.9% | -103.4% | -92.1% |
| 3Y | -98.4% | +73.9% | -172.3% | -98.6% |
| 5Y | -98.2% | +57.9% | -156.1% | -98.4% |
| All | -98.2% | +68.5% | -166.7% | -98.4% |
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