+617.4%
RVMD vs ACWI
+121.7%
+495.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.7% |
| 7D | -1.2% | +1.1% | -2.3% | -2.5% |
| 30D | +1.1% | -0.2% | +1.2% | +1.2% |
| 3M | +39.6% | +4.7% | +34.9% | +32.1% |
| 6M | +110.7% | +14.5% | +96.2% | +79.2% |
| YTD | +160.3% | +14.6% | +145.7% | +120.3% |
| 1Y | +404.9% | +21.4% | +383.5% | +298.9% |
| 3Y | +545.5% | +77.6% | +467.9% | +223.8% |
| 5Y | +584.7% | +68.1% | +516.6% | +272.7% |
| All | +617.4% | +121.7% | +495.7% | +181.5% |
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