-40.8%
RUM price history and return analytics
+72.0%
-112.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.5% |
| 7D | +17.4% | +2.4% | +15.0% | +13.3% |
| 30D | -4.5% | -1.5% | -3.0% | -1.4% |
| 3M | -23.5% | -4.1% | -19.4% | -17.1% |
| 6M | -30.6% | +0.6% | -31.2% | -29.2% |
| YTD | -8.7% | +11.0% | -19.7% | -18.0% |
| 1Y | +1.8% | +13.3% | -11.6% | -10.9% |
| 3Y | +28.2% | +73.4% | -45.2% | -27.9% |
| 5Y | -40.8% | +57.4% | -98.3% | -67.5% |
| All | -40.8% | +72.0% | -112.8% | -67.3% |
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 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