+284.2%
RMT price history and return analytics
+229.8%
+54.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -2.0% |
| 7D | -3.5% | -1.1% | -2.4% | -2.4% |
| 30D | -6.9% | -1.0% | -5.9% | -5.9% |
| 3M | -2.8% | +3.2% | -6.0% | -6.0% |
| 6M | +18.0% | +12.5% | +5.5% | +4.1% |
| YTD | +33.0% | +14.1% | +19.0% | +15.6% |
| 1Y | +38.6% | +18.9% | +19.7% | +15.4% |
| 3Y | +93.5% | +74.1% | +19.5% | +8.3% |
| 5Y | +71.7% | +66.9% | +4.9% | +0.9% |
| All | +284.2% | +229.8% | +54.4% | +17.8% |
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