+258.0%
ADI vs RVMD
+622.3%
-364.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.8% |
| 7D | +4.6% | -3.0% | +7.5% | +5.1% |
| 30D | -1.2% | -0.7% | -0.4% | -1.1% |
| 3M | -7.8% | +36.5% | -44.4% | -12.5% |
| 6M | +19.3% | +104.6% | -85.3% | +4.0% |
| YTD | +40.9% | +155.8% | -114.9% | +16.6% |
| 1Y | +54.5% | +340.7% | -286.2% | +15.5% |
| 3Y | +123.4% | +519.9% | -396.5% | +50.7% |
| 5Y | +142.3% | +584.9% | -442.6% | +49.5% |
| All | +258.0% | +622.3% | -364.3% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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