+2.1%
REM price history and return analytics
+223.7%
-221.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.4% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | -0.5% | -2.6% | +2.1% | +2.0% |
| 3M | -18.9% | -3.2% | -15.7% | -16.3% |
| 6M | -19.9% | +0.9% | -20.8% | -21.0% |
| YTD | -17.1% | +11.3% | -28.4% | -26.1% |
| 1Y | -14.1% | +14.0% | -28.1% | -25.3% |
| 3Y | +8.0% | +75.8% | -67.8% | -40.3% |
| 5Y | -27.9% | +57.8% | -85.7% | -55.4% |
| 10Y | +2.1% | +219.8% | -217.7% | -65.0% |
| All | +2.1% | +223.7% | -221.6% | -65.0% |
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 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