+261.3%
CVE vs RVMD
+540.6%
-279.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.4% | +9.1% | +3.7% |
| 7D | +0.1% | -9.5% | +9.6% | +1.4% |
| 30D | -10.8% | -6.8% | -4.0% | -10.2% |
| 3M | -4.3% | -12.1% | +7.8% | -2.9% |
| 6M | -1.5% | +25.4% | -26.8% | -5.9% |
| YTD | +70.7% | +126.9% | -56.2% | +43.0% |
| 1Y | +58.1% | +182.0% | -123.9% | +27.1% |
| 3Y | +69.8% | +816.8% | -746.9% | +5.9% |
| 5Y | +148.9% | +464.0% | -315.1% | +54.1% |
| All | +261.3% | +540.6% | -279.2% | +58.3% |
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