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Stock and ETF performance explorer

RMCF price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-81.7%
VT return
+76.6%
Excess return
-158.3%
Maximum drawdown
-86.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-7.1%-0.5%-6.6%-6.7%
7D-13.2%+1.0%-14.2%-13.9%
30D+10.8%-0.2%+11.1%+11.5%
3M-45.2%+4.5%-49.8%-46.9%
6M-62.4%+14.1%-76.5%-65.5%
YTD-51.6%+14.8%-66.3%-55.6%
1Y-37.8%+21.2%-59.0%-44.4%
3Y-81.7%+76.6%-158.3%-86.9%
All-81.7%+76.6%-158.3%-86.9%

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 3y: 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…

3y analysis · Full analysis span regression · 6 months rolling