+626.7%
RVMD vs ACWI
+122.7%
+504.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.4% |
| 30D | +6.4% | +0.9% | +5.6% | +5.3% |
| 3M | +34.9% | +2.4% | +32.5% | +31.1% |
| 6M | +107.6% | +12.4% | +95.2% | +80.5% |
| YTD | +163.7% | +15.2% | +148.5% | +121.9% |
| 1Y | +439.2% | +22.7% | +416.5% | +320.7% |
| 3Y | +499.2% | +75.8% | +423.4% | +204.4% |
| 5Y | +621.7% | +67.7% | +554.0% | +293.3% |
| All | +626.7% | +122.7% | +504.0% | +183.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling