-96.7%
RMSG price history and return analytics
+72.5%
-169.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -4.9% | -5.2% |
| 7D | -8.8% | -0.1% | -8.6% | -8.7% |
| 30D | -12.9% | -0.7% | -12.3% | -12.5% |
| 3M | -54.7% | +4.0% | -58.7% | -55.6% |
| 6M | -42.8% | +12.3% | -55.1% | -47.7% |
| YTD | -76.1% | +14.0% | -90.1% | -78.2% |
| 1Y | -88.8% | +20.3% | -109.1% | -89.9% |
| 3Y | -97.1% | +75.4% | -172.5% | -97.5% |
| All | -96.7% | +72.5% | -169.2% | -97.1% |
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