+210.2%
ROIV vs RVMD
+403.7%
-193.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +22.3% | -0.7% | +23.1% | +22.4% |
| 30D | +16.9% | +0.3% | +16.5% | +16.9% |
| 3M | +43.9% | +38.9% | +5.1% | +37.9% |
| 6M | +41.6% | +108.1% | -66.5% | +29.4% |
| YTD | +92.7% | +160.7% | -68.1% | +70.4% |
| 1Y | +210.2% | +407.3% | -197.1% | +159.0% |
| All | +210.2% | +403.7% | -193.5% | +159.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling