-96.5%
RMSG price history and return analytics
+73.6%
-170.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.3% |
| 7D | 0.0% | +1.0% | -1.0% | -0.6% |
| 30D | -10.2% | -0.2% | -10.0% | -10.1% |
| 3M | -55.5% | +4.5% | -60.0% | -56.5% |
| 6M | -39.9% | +14.1% | -54.0% | -45.4% |
| YTD | -74.7% | +14.8% | -89.4% | -77.0% |
| 1Y | -88.1% | +21.2% | -109.3% | -89.3% |
| 3Y | -96.9% | +76.6% | -173.5% | -97.3% |
| All | -96.5% | +73.6% | -170.2% | -97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling