+2,437.3%
ROM price history and return analytics
+224.5%
+2,212.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +1.6% | +0.4% | +1.2% | +0.5% |
| 30D | +0.6% | +1.0% | -0.4% | -1.6% |
| 3M | -9.7% | +2.4% | -12.1% | -12.1% |
| 6M | +67.3% | +12.0% | +55.3% | +31.4% |
| YTD | +55.2% | +15.3% | +39.8% | +14.1% |
| 1Y | +81.6% | +22.6% | +59.0% | +16.2% |
| 3Y | +223.4% | +74.7% | +148.7% | -3.0% |
| 5Y | +155.1% | +66.1% | +88.9% | +2.2% |
| All | +2,437.3% | +224.5% | +2,212.8% | +208.3% |
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 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