+197.2%
RCL vs RVMD
+510.7%
-313.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.0% |
| 7D | -1.2% | -10.4% | +9.2% | +1.5% |
| 30D | +17.8% | -11.0% | +28.8% | +20.9% |
| 3M | +4.9% | -14.7% | +19.6% | +8.4% |
| 6M | +23.7% | +14.9% | +8.8% | +17.9% |
| YTD | +17.8% | +116.3% | -98.5% | -8.8% |
| 1Y | +28.9% | +167.6% | -138.7% | -6.1% |
| 3Y | +241.9% | +776.8% | -534.9% | +71.6% |
| 5Y | +295.4% | +424.8% | -129.4% | +97.7% |
| All | +197.2% | +510.7% | -313.5% | +17.9% |
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 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