-3.8%
REM price history and return analytics
+222.7%
-226.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.4% |
| 7D | -7.4% | +2.9% | -10.3% | -10.1% |
| 30D | -6.2% | -2.5% | -3.7% | -3.9% |
| 3M | -24.4% | -3.3% | -21.1% | -22.0% |
| 6M | -23.7% | +1.5% | -25.2% | -25.3% |
| YTD | -22.8% | +11.4% | -34.2% | -31.3% |
| 1Y | -19.8% | +11.9% | -31.7% | -29.0% |
| 3Y | -0.2% | +73.9% | -74.0% | -44.2% |
| 5Y | -32.4% | +57.9% | -90.3% | -58.2% |
| All | -3.8% | +222.7% | -226.5% | -67.2% |
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