-38.3%
RLMD price history and return analytics
+226.9%
-265.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | -6.9% | -2.0% | -4.9% | -5.1% |
| 30D | -8.9% | -1.4% | -7.5% | -7.8% |
| 3M | -36.2% | +4.7% | -40.9% | -38.8% |
| 6M | -38.5% | +11.4% | -49.9% | -44.0% |
| YTD | -15.7% | +13.1% | -28.8% | -23.9% |
| 1Y | +152.8% | +19.0% | +133.8% | +119.0% |
| 3Y | +14.6% | +73.9% | -59.3% | -29.7% |
| 5Y | -84.4% | +65.4% | -149.7% | -90.5% |
| All | -38.3% | +226.9% | -265.2% | -65.9% |
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 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