+56.8%
RGTI vs RVMD
+576.1%
-519.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -33.1% |
| 6M | -9.9% | +104.6% | -114.5% | -30.0% |
| YTD | -31.1% | +155.8% | -186.9% | -51.6% |
| 1Y | -8.5% | +340.7% | -349.2% | -47.3% |
| 3Y | +652.2% | +519.9% | +132.3% | +259.5% |
| All | +56.8% | +576.1% | -519.3% | -38.6% |
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 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