+29.2%
RPM price history and return analytics
+57.4%
-28.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.5% |
| 7D | -1.3% | +0.4% | -1.7% | -1.7% |
| 30D | +9.5% | -2.6% | +12.1% | +12.2% |
| 3M | -8.8% | -3.2% | -5.6% | -6.0% |
| 6M | +6.7% | +0.9% | +5.8% | +5.5% |
| YTD | +4.5% | +11.3% | -6.9% | -5.9% |
| 1Y | +1.1% | +14.0% | -12.9% | -11.1% |
| 3Y | +17.1% | +75.8% | -58.7% | -31.9% |
| 5Y | +29.2% | +57.8% | -28.6% | -18.7% |
| All | +29.2% | +57.4% | -28.2% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling