+1,760.4%
ROM price history and return analytics
+214.8%
+1,545.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.1% | -11.8% | -5.4% |
| 7D | -26.8% | -4.2% | -22.6% | -17.2% |
| 30D | -36.7% | -5.8% | -30.9% | -24.8% |
| 3M | -26.3% | -5.2% | -21.0% | -13.3% |
| 6M | -11.0% | +0.1% | -11.1% | -5.8% |
| YTD | +13.7% | +8.2% | +5.5% | +0.4% |
| 1Y | +6.8% | +10.1% | -3.3% | -9.1% |
| 3Y | +152.9% | +69.7% | +83.2% | -16.9% |
| 5Y | +72.7% | +53.4% | +19.3% | -14.3% |
| All | +1,760.4% | +214.8% | +1,545.6% | +143.7% |
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 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