+545.5%
RVMD vs ALHC
+141.7%
+403.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -1.2% | -1.0% | -0.3% | -1.1% |
| 30D | +1.1% | -6.3% | +7.4% | +1.9% |
| 3M | +39.6% | -12.3% | +51.9% | +39.9% |
| 6M | +110.7% | -27.0% | +137.7% | +116.5% |
| YTD | +160.3% | -31.8% | +192.1% | +168.4% |
| 1Y | +404.9% | -17.0% | +421.9% | +402.0% |
| 3Y | +545.5% | +159.8% | +385.6% | +388.0% |
| All | +545.5% | +141.7% | +403.8% | +388.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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