+8.0%
RMOP price history and return analytics
+48.5%
-40.5%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | -2.3% | -0.7% | -1.6% | -2.2% |
| 3M | -2.3% | +4.0% | -6.3% | -2.6% |
| 6M | -0.2% | +12.3% | -12.5% | -1.1% |
| YTD | +1.2% | +14.0% | -12.8% | +0.2% |
| 1Y | +4.7% | +20.3% | -15.6% | +3.3% |
| All | +8.0% | +48.5% | -40.5% | +5.3% |
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