+51.4%
RMBI price history and return analytics
+143.2%
-91.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | -0.7% | -1.1% | +0.4% | -0.1% |
| 30D | 0.0% | -1.0% | +1.0% | +0.6% |
| 3M | +9.0% | +3.2% | +5.9% | +6.9% |
| 6M | +21.3% | +12.5% | +8.8% | +12.8% |
| YTD | +16.8% | +14.1% | +2.7% | +7.6% |
| 1Y | +13.9% | +18.9% | -5.0% | +2.4% |
| 3Y | +62.8% | +74.1% | -11.3% | +15.4% |
| 5Y | +26.9% | +66.9% | -39.9% | -8.1% |
| All | +51.4% | +143.2% | -91.8% | -24.4% |
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