-13.9%
RUM price history and return analytics
+77.8%
-91.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.6% |
| 7D | -1.6% | +1.0% | -2.7% | -3.2% |
| 30D | +31.4% | -0.2% | +31.6% | +32.2% |
| 3M | +6.6% | +4.5% | +2.1% | +0.5% |
| 6M | +70.9% | +14.1% | +56.8% | +44.1% |
| YTD | +32.8% | +14.8% | +18.0% | +11.9% |
| 1Y | +14.8% | +21.2% | -6.4% | -9.3% |
| 3Y | +17.8% | +76.6% | -58.7% | -36.9% |
| 5Y | -13.5% | +66.6% | -80.1% | -55.4% |
| All | -13.9% | +77.8% | -91.7% | -55.4% |
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