+527.5%
APP vs RVMD
+331.4%
+196.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.3% | +6.2% | +4.5% |
| 7D | +4.6% | -10.4% | +15.0% | +7.4% |
| 30D | +56.0% | -11.0% | +67.0% | +59.1% |
| 3M | +30.8% | -14.7% | +45.5% | +34.4% |
| 6M | -9.8% | +14.9% | -24.7% | -14.9% |
| YTD | -39.3% | +116.3% | -155.6% | -54.2% |
| 1Y | -26.4% | +167.6% | -194.1% | -48.1% |
| 3Y | +887.9% | +776.8% | +111.1% | +362.6% |
| 5Y | +264.1% | +424.8% | -160.7% | +63.8% |
| All | +527.5% | +331.4% | +196.1% | +176.9% |
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