+605.1%
RVMD vs AMCR
+13.2%
+591.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.0% |
| 7D | -3.0% | -6.3% | +3.3% | 0.0% |
| 30D | -0.7% | -7.8% | +7.1% | +2.9% |
| 3M | +36.5% | +7.5% | +29.0% | +30.6% |
| 6M | +104.6% | +2.7% | +101.9% | +98.4% |
| YTD | +155.8% | +6.0% | +149.8% | +141.0% |
| 1Y | +340.7% | +7.8% | +332.9% | +310.1% |
| 3Y | +519.9% | +5.8% | +514.1% | +464.7% |
| 5Y | +584.9% | -11.6% | +596.6% | +587.1% |
| All | +605.1% | +13.2% | +591.8% | +469.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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