+86.3%
NOW vs RVMD
+636.2%
-549.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -4.1% | -0.7% | -3.4% | -4.0% |
| 30D | +2.9% | +0.3% | +2.5% | +2.7% |
| 3M | +22.6% | +38.9% | -16.3% | +15.9% |
| 6M | +7.5% | +108.1% | -100.6% | -5.6% |
| YTD | -14.4% | +160.7% | -175.2% | -28.6% |
| 1Y | -29.8% | +407.3% | -437.1% | -48.0% |
| 3Y | +9.2% | +546.6% | -537.3% | -26.0% |
| 5Y | +0.8% | +579.8% | -579.0% | -37.6% |
| All | +86.3% | +636.2% | -549.9% | +10.0% |
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