+73.2%
CVE vs RVMD
+502.3%
-429.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +2.5% | +1.0% | +1.5% | +2.4% |
| 30D | +16.7% | +6.4% | +10.3% | +16.2% |
| 3M | +9.3% | +34.9% | -25.6% | +6.7% |
| 6M | +43.6% | +107.6% | -64.0% | +34.1% |
| YTD | +93.6% | +163.7% | -70.1% | +75.3% |
| 1Y | +98.8% | +439.2% | -340.4% | +64.7% |
| All | +73.2% | +502.3% | -429.1% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling