+181.6%
RM price history and return analytics
+329.1%
-147.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -0.1% |
| 7D | +3.8% | -4.2% | +7.9% | +8.9% |
| 30D | +14.7% | -5.8% | +20.5% | +22.7% |
| 3M | +16.8% | -5.2% | +22.1% | +24.1% |
| 6M | +9.9% | +0.1% | +9.8% | +8.2% |
| YTD | -0.3% | +8.2% | -8.6% | -10.3% |
| 1Y | -4.7% | +10.1% | -14.8% | -15.8% |
| 3Y | +80.1% | +69.7% | +10.5% | -2.2% |
| 5Y | -24.0% | +53.4% | -77.4% | -53.5% |
| 10Y | +117.4% | +219.2% | -101.8% | -35.3% |
| All | +181.6% | +329.1% | -147.5% | -32.5% |
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