+196.1%
RCL vs RVMD
+525.1%
-329.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.5% | -3.3% |
| 7D | -0.2% | -0.7% | +0.5% | -0.2% |
| 30D | +14.4% | -6.4% | +20.8% | +15.8% |
| 3M | +5.2% | -14.1% | +19.2% | +8.5% |
| 6M | +26.1% | +21.0% | +5.1% | +18.7% |
| YTD | +17.4% | +121.4% | -104.1% | -9.7% |
| 1Y | +24.7% | +167.9% | -143.2% | -9.1% |
| 3Y | +250.9% | +794.7% | -543.8% | +75.3% |
| 5Y | +293.8% | +437.2% | -143.3% | +95.8% |
| All | +196.1% | +525.1% | -329.1% | +16.7% |
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