+592.6%
RVMD vs ACWI
+115.1%
+477.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +0.9% |
| 7D | +6.4% | +0.3% | +6.0% | +6.4% |
| 30D | +5.5% | -2.8% | +8.3% | +9.6% |
| 3M | -2.4% | -3.2% | +0.7% | +1.7% |
| 6M | +41.1% | +1.3% | +39.9% | +39.4% |
| YTD | +151.3% | +11.2% | +140.1% | +121.4% |
| 1Y | +228.1% | +13.8% | +214.3% | +181.3% |
| 3Y | +899.8% | +76.2% | +823.6% | +405.9% |
| 5Y | +514.0% | +59.5% | +454.5% | +255.5% |
| All | +592.6% | +115.1% | +477.5% | +182.9% |
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 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