+550.0%
RMT price history and return analytics
+355.4%
+194.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | +1.0% | -0.1% | +1.1% | +1.2% |
| 30D | -0.8% | -3.1% | +2.3% | +2.5% |
| 3M | -5.5% | -3.5% | -2.0% | -2.0% |
| 6M | -0.5% | +0.5% | -1.0% | -0.8% |
| YTD | +32.8% | +10.8% | +22.0% | +20.3% |
| 1Y | +37.7% | +11.9% | +25.8% | +23.6% |
| 3Y | +110.6% | +73.0% | +37.6% | +24.1% |
| 5Y | +63.3% | +58.6% | +4.7% | +5.1% |
| 10Y | +287.1% | +219.2% | +67.9% | +29.0% |
| All | +550.0% | +355.4% | +194.6% | +45.7% |
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