+816.1%
ASX vs RVMD
+584.4%
+231.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.5% | +6.8% | +3.9% |
| 7D | -9.1% | -0.6% | -8.5% | -8.7% |
| 30D | -23.6% | +1.7% | -25.3% | -23.5% |
| 3M | -5.6% | -6.7% | +1.1% | -4.3% |
| 6M | +4.7% | +36.1% | -31.4% | -0.5% |
| YTD | +122.6% | +142.4% | -19.8% | +87.1% |
| 1Y | +133.0% | +207.8% | -74.8% | +87.5% |
| 3Y | +367.1% | +879.5% | -512.4% | +200.7% |
| 5Y | +504.7% | +509.0% | -4.3% | +282.4% |
| All | +816.1% | +584.4% | +231.8% | +400.5% |
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