+58.0%
REMG price history and return analytics
+33.5%
+24.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +2.7% | +1.0% | +1.7% | +1.2% |
| 30D | +4.5% | -0.2% | +4.7% | +4.9% |
| 3M | +4.9% | +4.5% | +0.3% | -1.6% |
| 6M | +20.1% | +14.1% | +6.1% | +0.9% |
| YTD | +27.4% | +14.8% | +12.6% | +6.8% |
| 1Y | +39.1% | +21.2% | +17.9% | +10.2% |
| All | +58.0% | +33.5% | +24.5% | +12.9% |
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