+13.9%
RMM price history and return analytics
+144.5%
-130.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.6% | +0.4% | -1.1% | -0.8% |
| 30D | -0.9% | +1.0% | -1.9% | -1.3% |
| 3M | -0.1% | +2.4% | -2.5% | -1.2% |
| 6M | +1.9% | +12.0% | -10.1% | -2.8% |
| YTD | +9.1% | +15.3% | -6.2% | +2.8% |
| 1Y | +12.7% | +22.6% | -9.9% | +3.4% |
| 3Y | +15.2% | +74.7% | -59.4% | -10.0% |
| 5Y | -5.7% | +66.1% | -71.9% | -25.0% |
| All | +13.9% | +144.5% | -130.6% | -32.2% |
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