+27.9%
ROM vs VT
+15.2%
+12.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -5.6% |
| 7D | -15.2% | -0.3% | -14.9% | -14.1% |
| 30D | -23.9% | -1.4% | -22.4% | -19.7% |
| 3M | -13.3% | -1.4% | -11.9% | -8.2% |
| 6M | +10.6% | +5.5% | +5.2% | +0.2% |
| YTD | +35.2% | +12.8% | +22.4% | +3.0% |
| 1Y | +27.9% | +15.4% | +12.4% | -8.7% |
| All | +27.9% | +15.2% | +12.7% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling