+477.7%
ASX vs RVMD
+570.7%
-93.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.3% |
| 7D | +6.3% | -1.2% | +7.5% | +6.5% |
| 30D | +6.4% | +1.1% | +5.4% | +6.1% |
| 3M | +13.1% | +39.6% | -26.5% | +6.7% |
| 6M | +90.3% | +110.7% | -20.4% | +65.4% |
| YTD | +149.6% | +160.3% | -10.7% | +106.5% |
| 1Y | +249.2% | +404.9% | -155.7% | +155.0% |
| 3Y | +445.9% | +545.5% | -99.6% | +266.0% |
| 5Y | +477.7% | +584.7% | -106.9% | +241.0% |
| All | +477.7% | +570.7% | -93.0% | +241.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling