+31.4%
BBY vs RVMD
+622.3%
-591.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +0.6% | -3.0% | +3.6% | +1.0% |
| 30D | +9.4% | -0.7% | +10.1% | +9.4% |
| 3M | +19.3% | +36.5% | -17.2% | +14.4% |
| 6M | +47.9% | +104.6% | -56.7% | +32.6% |
| YTD | +39.6% | +155.8% | -116.3% | +19.7% |
| 1Y | +22.2% | +340.7% | -318.5% | -3.9% |
| 3Y | +45.0% | +519.9% | -475.0% | +4.0% |
| 5Y | +2.6% | +584.9% | -582.4% | -32.0% |
| All | +31.4% | +622.3% | -591.0% | -22.6% |
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