-66.1%
RWM price history and return analytics
+221.8%
-287.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | 0.0% |
| 7D | -1.4% | +2.4% | -3.8% | +1.4% |
| 30D | -2.1% | -1.5% | -0.6% | -3.4% |
| 3M | +10.1% | -4.1% | +14.2% | +5.4% |
| 6M | +2.9% | +0.6% | +2.4% | +4.9% |
| YTD | -9.8% | +11.0% | -20.8% | +4.6% |
| 1Y | -13.2% | +13.3% | -26.5% | +3.4% |
| 3Y | -35.2% | +73.4% | -108.6% | +35.7% |
| 5Y | -13.4% | +57.4% | -70.9% | +76.9% |
| All | -66.1% | +221.8% | -287.8% | +95.3% |
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