+179.4%
RCL vs RVMD
+545.7%
-366.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -0.5% | -1.2% | +0.8% | -0.3% |
| 30D | -17.3% | +1.1% | -18.4% | -17.5% |
| 3M | -2.8% | +39.6% | -42.4% | -7.6% |
| 6M | -4.4% | +110.7% | -115.1% | -15.1% |
| YTD | -4.2% | +160.3% | -164.5% | -18.5% |
| 1Y | -23.4% | +404.9% | -428.3% | -41.8% |
| 3Y | +179.4% | +545.5% | -366.1% | +122.8% |
| All | +179.4% | +545.7% | -366.3% | +122.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling