-72.7%
RMCO price history and return analytics
+75.3%
-147.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -5.6% | -1.1% | -4.5% | -5.2% |
| 30D | -15.7% | -1.0% | -14.7% | -15.4% |
| 3M | +6.5% | +3.2% | +3.3% | +5.2% |
| 6M | -33.2% | +12.5% | -45.7% | -36.2% |
| YTD | -13.1% | +14.1% | -27.1% | -17.3% |
| 1Y | +41.7% | +18.9% | +22.8% | +33.4% |
| 3Y | -74.9% | +74.1% | -149.0% | -77.5% |
| 5Y | -73.0% | +66.9% | -139.8% | -75.8% |
| All | -72.7% | +75.3% | -147.9% | -75.6% |
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