-92.1%
RWM price history and return analytics
+345.0%
-437.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.1% | +8.7% | +0.2% |
| 7D | +4.5% | -4.2% | +8.7% | +0.1% |
| 30D | +3.8% | -5.8% | +9.6% | -2.3% |
| 3M | +11.4% | -5.2% | +16.6% | +5.6% |
| 6M | +5.4% | +0.1% | +5.3% | +6.8% |
| YTD | -7.7% | +8.2% | -16.0% | +2.6% |
| 1Y | -8.2% | +10.1% | -18.3% | +4.3% |
| 3Y | -31.5% | +69.7% | -101.2% | +30.3% |
| 5Y | -10.6% | +53.4% | -64.0% | +66.6% |
| 10Y | -69.0% | +219.2% | -288.2% | +48.2% |
| All | -92.1% | +345.0% | -437.1% | -18.1% |
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