+43.1%
NOW vs RVMD
+525.1%
-482.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.7% |
| 7D | -1.7% | -0.7% | -0.9% | -1.7% |
| 30D | -27.4% | -6.4% | -21.0% | -26.8% |
| 3M | -19.4% | -14.1% | -5.3% | -18.0% |
| 6M | +13.1% | +21.0% | -7.9% | +8.8% |
| YTD | -34.3% | +121.4% | -155.7% | -44.0% |
| 1Y | -41.8% | +167.9% | -209.6% | -52.0% |
| 3Y | -20.7% | +794.7% | -815.4% | -48.3% |
| 5Y | -27.2% | +437.2% | -464.4% | -53.4% |
| All | +43.1% | +525.1% | -482.1% | -13.8% |
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 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