+792.7%
RVMD vs ACWI
+70.3%
+722.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.3% | +8.3% |
| 7D | +0.5% | -2.4% | +2.9% | +3.9% |
| 30D | -4.3% | -5.2% | +0.9% | +2.5% |
| 3M | -2.8% | -4.8% | +2.0% | +3.4% |
| 6M | +27.3% | -1.3% | +28.6% | +29.7% |
| YTD | +141.4% | +8.4% | +133.0% | +119.5% |
| 1Y | +213.3% | +11.0% | +202.2% | +176.7% |
| 3Y | +792.7% | +70.6% | +722.1% | +269.2% |
| All | +792.7% | +70.3% | +722.3% | +269.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling