-98.0%
RMSG vs VT
+69.5%
-167.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +1.1% | +11.7% | +12.2% |
| 7D | +1.6% | -0.7% | +2.3% | +2.1% |
| 30D | -30.6% | -1.7% | -28.8% | -29.7% |
| 3M | -45.5% | -2.3% | -43.2% | -44.6% |
| 6M | -86.0% | +1.5% | -87.5% | -86.3% |
| YTD | -85.7% | +12.0% | -97.7% | -86.8% |
| 1Y | -90.5% | +12.9% | -103.4% | -91.2% |
| 3Y | -98.3% | +74.9% | -173.2% | -98.5% |
| 5Y | -98.1% | +59.9% | -158.0% | -98.3% |
| All | -98.0% | +69.5% | -167.6% | -98.3% |
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 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