+90.4%
RM price history and return analytics
+221.4%
-131.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.3% |
| 7D | +3.7% | +1.0% | +2.7% | +2.5% |
| 30D | +1.6% | -0.2% | +1.8% | +1.9% |
| 3M | -6.4% | +4.5% | -10.9% | -12.5% |
| 6M | +4.3% | +14.1% | -9.8% | -12.9% |
| YTD | -12.5% | +14.8% | -27.3% | -27.3% |
| 1Y | -20.9% | +21.2% | -42.1% | -38.6% |
| 3Y | +36.7% | +76.6% | -39.8% | -33.2% |
| 5Y | -31.2% | +66.6% | -97.8% | -63.6% |
| 10Y | +90.4% | +222.3% | -131.8% | -51.3% |
| All | +90.4% | +221.4% | -131.0% | -51.3% |
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