+2,217.2%
ROM price history and return analytics
+231.8%
+1,985.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -4.6% |
| 7D | -15.2% | -0.3% | -14.9% | -14.3% |
| 30D | -23.9% | -1.4% | -22.4% | -20.4% |
| 3M | -13.3% | -1.4% | -11.9% | -9.0% |
| 6M | +10.6% | +5.5% | +5.2% | +1.4% |
| YTD | +35.2% | +12.8% | +22.4% | +6.1% |
| 1Y | +27.9% | +15.4% | +12.4% | -4.6% |
| 3Y | +200.7% | +76.9% | +123.8% | -12.2% |
| 5Y | +106.3% | +60.4% | +45.9% | -9.7% |
| 10Y | +2,217.2% | +232.8% | +1,984.4% | +154.7% |
| All | +2,217.2% | +231.8% | +1,985.4% | +154.7% |
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