+6.9%
RSMC vs VT
+31.8%
-24.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -0.8% | -2.3% | +1.5% | +1.6% |
| 30D | -1.5% | -5.0% | +3.4% | +3.7% |
| 3M | -6.4% | -4.9% | -1.6% | -1.5% |
| 6M | -4.7% | -1.5% | -3.1% | -3.4% |
| YTD | +7.3% | +8.5% | -1.2% | -2.2% |
| 1Y | +6.7% | +11.4% | -4.7% | -5.5% |
| All | +6.9% | +31.8% | -24.9% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling