-94.7%
OPEN vs RVMD
+443.1%
-537.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.4% | -7.1% | -8.3% |
| 7D | -31.0% | -0.7% | -30.3% | -31.9% |
| 30D | -41.5% | -6.4% | -35.1% | -40.6% |
| 3M | -64.6% | -14.1% | -50.5% | -62.9% |
| 6M | -73.8% | +21.0% | -94.8% | -77.3% |
| YTD | -78.8% | +121.4% | -200.2% | -88.7% |
| 1Y | -86.8% | +167.9% | -254.7% | -93.8% |
| 3Y | -40.6% | +794.7% | -835.3% | -86.6% |
| 5Y | -94.7% | +437.2% | -531.8% | -98.9% |
| All | -94.7% | +443.1% | -537.8% | -98.9% |
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