+144.5%
RODM price history and return analytics
+226.0%
-81.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -1.3% | -1.1% | -0.2% | -0.5% |
| 30D | -0.3% | -1.0% | +0.7% | +0.5% |
| 3M | +3.0% | +3.2% | -0.2% | +0.5% |
| 6M | +8.2% | +12.5% | -4.3% | -1.3% |
| YTD | +15.5% | +14.1% | +1.4% | +4.2% |
| 1Y | +20.5% | +18.9% | +1.6% | +5.2% |
| 3Y | +78.7% | +74.1% | +4.6% | +15.4% |
| 5Y | +62.7% | +66.9% | -4.2% | +7.8% |
| 10Y | +137.4% | +228.3% | -90.9% | -3.5% |
| All | +144.5% | +226.0% | -81.5% | -1.9% |
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