-74.2%
OPEN vs RVMD
+461.0%
-535.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -11.4% | -3.0% | -8.5% | -10.2% |
| 30D | -20.1% | -0.7% | -19.3% | -20.1% |
| 3M | -37.6% | +36.5% | -74.1% | -46.0% |
| 6M | -47.1% | +104.6% | -151.7% | -63.8% |
| YTD | -52.1% | +155.8% | -208.0% | -72.2% |
| 1Y | -73.5% | +340.7% | -414.2% | -88.5% |
| 3Y | -24.4% | +519.9% | -544.3% | -73.5% |
| 5Y | -85.1% | +584.9% | -670.1% | -95.7% |
| All | -74.2% | +461.0% | -535.2% | -91.6% |
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