-77.5%
VRM price history and return analytics
+29.4%
-106.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +4.8% | +2.9% | +1.9% | +1.8% |
| 30D | -20.7% | -2.5% | -18.1% | -18.6% |
| 3M | -29.8% | -3.3% | -26.5% | -27.3% |
| 6M | -40.6% | +1.5% | -42.1% | -41.9% |
| YTD | -64.8% | +11.4% | -76.2% | -69.2% |
| 1Y | -68.6% | +11.9% | -80.5% | -72.6% |
| All | -77.5% | +29.4% | -106.8% | -80.6% |
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