+652.2%
RGTI vs RVMD
+537.4%
+114.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +0.5% | -3.0% | +3.4% | +1.4% |
| 30D | -17.1% | -0.7% | -16.4% | -17.1% |
| 3M | -26.0% | +36.5% | -62.5% | -32.4% |
| 6M | -9.9% | +104.6% | -114.5% | -27.8% |
| YTD | -31.1% | +155.8% | -186.9% | -49.7% |
| 1Y | -8.5% | +340.7% | -349.2% | -44.9% |
| 3Y | +652.2% | +519.9% | +132.3% | +295.6% |
| All | +652.2% | +537.4% | +114.8% | +295.6% |
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