-84.2%
OPEN vs RVMD
+591.3%
-675.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -2.9% | -0.7% | -2.2% | -2.5% |
| 30D | -13.8% | +0.3% | -14.1% | -14.4% |
| 3M | -30.9% | +38.9% | -69.7% | -42.5% |
| 6M | -40.9% | +108.1% | -149.1% | -63.0% |
| YTD | -48.5% | +160.7% | -209.3% | -73.9% |
| 1Y | -50.9% | +407.3% | -458.2% | -83.5% |
| 3Y | -20.6% | +546.6% | -567.2% | -79.4% |
| 5Y | -84.2% | +579.8% | -664.0% | -96.8% |
| All | -84.2% | +591.3% | -675.5% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling