+375.7%
ROIV vs RVMD
+835.3%
-459.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +3.6% |
| 7D | +13.3% | +6.4% | +7.0% | +11.6% |
| 30D | +14.8% | +5.5% | +9.3% | +13.1% |
| 3M | +11.9% | -2.4% | +14.4% | +12.1% |
| 6M | +42.4% | +41.1% | +1.3% | +31.1% |
| YTD | +87.4% | +151.3% | -63.9% | +44.3% |
| 1Y | +97.2% | +228.1% | -130.8% | +39.3% |
| 3Y | +375.7% | +899.8% | -524.1% | +105.3% |
| All | +375.7% | +835.3% | -459.6% | +105.3% |
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