+496.2%
RVMD vs ACWI
+114.7%
+381.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -10.4% | +2.4% | -12.8% | -13.0% |
| 30D | -11.0% | -1.7% | -9.3% | -8.8% |
| 3M | -14.7% | -3.9% | -10.8% | -10.3% |
| 6M | +14.9% | +0.8% | +14.1% | +14.1% |
| YTD | +116.3% | +11.0% | +105.3% | +90.8% |
| 1Y | +167.6% | +13.1% | +154.5% | +130.9% |
| 3Y | +776.8% | +73.9% | +702.9% | +350.6% |
| 5Y | +424.8% | +59.0% | +365.8% | +204.5% |
| All | +496.2% | +114.7% | +381.4% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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