+79.6%
RM price history and return analytics
+221.8%
-142.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.0% |
| 7D | -1.6% | +2.4% | -4.0% | -4.4% |
| 30D | +6.9% | -1.5% | +8.4% | +8.7% |
| 3M | +10.1% | -4.1% | +14.2% | +15.7% |
| 6M | +6.4% | +0.6% | +5.8% | +4.0% |
| YTD | -5.5% | +11.0% | -16.5% | -18.5% |
| 1Y | -4.4% | +13.3% | -17.7% | -19.6% |
| 3Y | +70.9% | +73.4% | -2.5% | -14.8% |
| 5Y | -27.6% | +57.4% | -85.0% | -59.1% |
| All | +79.6% | +221.8% | -142.1% | -54.2% |
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