+320.1%
CVE vs RVMD
+634.9%
-314.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +2.7% |
| 7D | +0.2% | -1.2% | +1.4% | +0.4% |
| 30D | +17.5% | +1.1% | +16.4% | +17.2% |
| 3M | +16.2% | +39.6% | -23.4% | +9.8% |
| 6M | +47.8% | +110.7% | -62.9% | +28.1% |
| YTD | +98.5% | +160.3% | -61.8% | +63.6% |
| 1Y | +109.8% | +404.9% | -295.1% | +52.0% |
| 3Y | +75.5% | +545.5% | -470.0% | +15.1% |
| 5Y | +341.6% | +584.7% | -243.1% | +161.7% |
| All | +320.1% | +634.9% | -314.8% | +81.1% |
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