+196.5%
RMR price history and return analytics
+243.6%
-47.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.9% |
| 7D | +7.4% | +2.4% | +5.0% | +5.0% |
| 30D | -5.2% | -1.5% | -3.7% | -3.9% |
| 3M | -15.2% | -4.1% | -11.1% | -12.0% |
| 6M | -9.4% | +0.6% | -10.0% | -10.5% |
| YTD | +24.5% | +11.0% | +13.5% | +11.5% |
| 1Y | +18.3% | +13.3% | +5.0% | +3.8% |
| 3Y | -2.5% | +73.4% | -75.9% | -44.6% |
| 5Y | -32.5% | +57.4% | -89.9% | -57.9% |
| 10Y | -9.3% | +221.7% | -231.0% | -71.0% |
| All | +196.5% | +243.6% | -47.1% | -19.5% |
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