+16.1%
RMD vs ROIV
+292.3%
-276.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.8% |
| 7D | +3.1% | +14.3% | -11.2% | +2.0% |
| 30D | +1.8% | +16.2% | -14.5% | +0.6% |
| 3M | +6.7% | +15.1% | -8.4% | +5.2% |
| 6M | +13.9% | +44.2% | -30.3% | +10.0% |
| YTD | -2.0% | +89.8% | -91.8% | -7.6% |
| 1Y | -5.4% | +94.6% | -100.0% | -11.0% |
| 3Y | +67.4% | +367.5% | -300.2% | +46.1% |
| 5Y | -5.7% | +421.4% | -427.1% | -23.5% |
| All | +16.1% | +292.3% | -276.2% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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