-99.0%
RMTI vs VT
+222.7%
-321.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -1.4% | -0.1% | -1.2% | -1.2% |
| 30D | +16.4% | -0.7% | +17.0% | +17.4% |
| 3M | +15.4% | +4.0% | +11.4% | +8.7% |
| 6M | -11.6% | +12.3% | -23.8% | -25.0% |
| YTD | -4.1% | +14.0% | -18.1% | -20.7% |
| 1Y | -55.8% | +20.3% | -76.1% | -65.8% |
| 3Y | -63.0% | +75.4% | -138.4% | -82.1% |
| 5Y | -88.3% | +66.0% | -154.3% | -93.8% |
| 10Y | -99.0% | +228.2% | -327.2% | -99.8% |
| All | -99.0% | +222.7% | -321.6% | -99.8% |
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 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