+6,891.3%
ROM price history and return analytics
+356.1%
+6,535.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -13.6% | -1.6% | -12.0% | -10.5% |
| 30D | -22.9% | -2.5% | -20.4% | -18.3% |
| 3M | -4.5% | -1.3% | -3.2% | -0.6% |
| 6M | +10.9% | +3.1% | +7.8% | +9.2% |
| YTD | +35.5% | +10.9% | +24.5% | +17.3% |
| 1Y | +21.4% | +12.1% | +9.3% | +3.9% |
| 3Y | +201.2% | +73.9% | +127.3% | +24.3% |
| 5Y | +112.8% | +58.0% | +54.8% | +24.0% |
| 10Y | +2,206.4% | +225.5% | +1,980.9% | +403.9% |
| All | +6,891.3% | +356.1% | +6,535.2% | +1,034.7% |
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