+545.1%
RMT price history and return analytics
+356.5%
+188.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +3.2% | +2.4% | +0.9% | +0.9% |
| 30D | +1.9% | -1.5% | +3.4% | +3.5% |
| 3M | -8.7% | -4.1% | -4.6% | -4.7% |
| 6M | -0.6% | +0.6% | -1.2% | -0.9% |
| YTD | +31.8% | +11.0% | +20.8% | +19.1% |
| 1Y | +41.3% | +13.3% | +27.9% | +25.2% |
| 3Y | +107.7% | +73.4% | +34.3% | +22.1% |
| 5Y | +61.2% | +57.4% | +3.7% | +4.5% |
| 10Y | +276.2% | +221.7% | +54.5% | +24.5% |
| All | +545.1% | +356.5% | +188.6% | +44.3% |
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 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