+1,026.4%
FLEX vs RVMD
+622.3%
+404.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.2% |
| 7D | +5.7% | -3.0% | +8.7% | +6.4% |
| 30D | -7.0% | -0.7% | -6.3% | -6.9% |
| 3M | -23.8% | +36.5% | -60.4% | -28.3% |
| 6M | +82.6% | +104.6% | -22.0% | +56.1% |
| YTD | +91.6% | +155.8% | -64.2% | +54.2% |
| 1Y | +100.6% | +340.7% | -240.1% | +43.6% |
| 3Y | +479.8% | +519.9% | -40.2% | +266.1% |
| 5Y | +746.5% | +584.9% | +161.6% | +377.3% |
| All | +1,026.4% | +622.3% | +404.1% | +382.2% |
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