+605.1%
RVMD vs AEE
+50.4%
+554.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -0.7% | -2.9% | +2.2% | +0.2% |
| 3M | +36.5% | -2.4% | +39.0% | +37.3% |
| 6M | +104.6% | -2.7% | +107.3% | +104.9% |
| YTD | +155.8% | +7.3% | +148.6% | +146.7% |
| 1Y | +340.7% | +7.5% | +333.1% | +324.6% |
| 3Y | +519.9% | +46.2% | +473.7% | +430.9% |
| 5Y | +584.9% | +39.7% | +545.2% | +490.2% |
| All | +605.1% | +50.4% | +554.7% | +535.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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