-77.5%
VRM price history and return analytics
+28.7%
-106.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.5% |
| 7D | -4.3% | -0.1% | -4.1% | -4.2% |
| 30D | -25.1% | -3.1% | -22.1% | -22.7% |
| 3M | -28.7% | -3.5% | -25.2% | -26.1% |
| 6M | -43.5% | +0.5% | -43.9% | -44.0% |
| YTD | -64.9% | +10.8% | -75.7% | -69.1% |
| 1Y | -71.3% | +11.9% | -83.2% | -74.9% |
| All | -77.5% | +28.7% | -106.2% | -80.5% |
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