+41.6%
NOW vs RVMD
+584.4%
-542.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.5% | -2.5% |
| 7D | -8.7% | -0.6% | -8.1% | -8.7% |
| 30D | -29.3% | +1.7% | -31.0% | -29.6% |
| 3M | -21.8% | -6.7% | -15.1% | -21.4% |
| 6M | +9.2% | +36.1% | -26.9% | +3.2% |
| YTD | -35.0% | +142.4% | -177.4% | -45.4% |
| 1Y | -42.5% | +207.8% | -250.3% | -53.7% |
| 3Y | -21.5% | +879.5% | -901.0% | -49.5% |
| 5Y | -25.8% | +509.0% | -534.8% | -53.4% |
| All | +41.6% | +584.4% | -542.8% | -15.8% |
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