-97.2%
ADVB vs RVTY
+45.1%
-142.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.6% | -0.1% | +3.5% |
| 7D | -1.2% | +6.0% | -7.2% | -1.2% |
| 30D | -61.4% | +4.3% | -65.7% | -61.3% |
| 3M | -67.8% | +40.2% | -108.1% | -67.3% |
| 6M | -66.9% | +59.3% | -126.2% | -66.5% |
| YTD | -64.9% | +66.5% | -131.4% | -64.5% |
| 1Y | -74.8% | +77.5% | -152.2% | -74.5% |
| All | -97.2% | +45.1% | -142.3% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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