+171.3%
RM price history and return analytics
+330.1%
-158.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.9% | -3.9% |
| 7D | -0.1% | -2.3% | +2.2% | +2.6% |
| 30D | +9.2% | -5.0% | +14.1% | +15.6% |
| 3M | +10.7% | -4.9% | +15.5% | +17.0% |
| 6M | +5.5% | -1.5% | +7.1% | +6.0% |
| YTD | -4.0% | +8.5% | -12.4% | -13.8% |
| 1Y | +2.1% | +11.4% | -9.3% | -11.1% |
| 3Y | +84.6% | +70.1% | +14.6% | 0.0% |
| 5Y | -26.8% | +53.7% | -80.5% | -55.4% |
| 10Y | +109.5% | +220.0% | -110.5% | -37.9% |
| All | +171.3% | +330.1% | -158.8% | -35.1% |
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