-87.0%
RMTI vs VT
+53.4%
-140.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.4% |
| 7D | +9.3% | -2.3% | +11.7% | +12.9% |
| 30D | -6.0% | -5.0% | -1.0% | +1.0% |
| 3M | +8.0% | -4.9% | +12.8% | +15.7% |
| 6M | -4.6% | -1.5% | -3.0% | -3.5% |
| YTD | -6.9% | +8.5% | -15.4% | -19.3% |
| 1Y | -23.5% | +11.4% | -34.8% | -36.1% |
| 3Y | -59.9% | +70.1% | -130.0% | -81.9% |
| All | -87.0% | +53.4% | -140.4% | -93.0% |
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