+568.0%
RVMD vs AVAV
+77.5%
+490.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -3.0% |
| 7D | -0.6% | 0.0% | -0.6% | -0.7% |
| 30D | +1.7% | -9.9% | +11.7% | +3.4% |
| 3M | -6.7% | -34.7% | +28.0% | +0.6% |
| 6M | +36.1% | -26.6% | +62.8% | +40.1% |
| YTD | +142.4% | -48.9% | +191.3% | +164.0% |
| 1Y | +207.8% | -63.0% | +270.8% | +257.4% |
| 3Y | +879.5% | +1.6% | +877.9% | +704.6% |
| 5Y | +509.0% | +34.5% | +474.5% | +338.2% |
| All | +568.0% | +77.5% | +490.5% | +324.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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