+406.4%
RVMD vs ACWI
+21.6%
+384.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -1.2% | +1.1% | -2.3% | -2.4% |
| 30D | +1.1% | -0.2% | +1.2% | +1.2% |
| 3M | +39.6% | +4.7% | +34.9% | +32.4% |
| 6M | +110.7% | +14.5% | +96.2% | +81.5% |
| YTD | +160.3% | +14.6% | +145.7% | +121.6% |
| All | +406.4% | +21.6% | +384.8% | +251.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling