+605.1%
RVMD vs BEN
+89.0%
+516.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -3.1% | +0.1% | -1.5% |
| 30D | -0.7% | +0.2% | -0.9% | -0.9% |
| 3M | +36.5% | +6.8% | +29.7% | +31.7% |
| 6M | +104.6% | +38.1% | +66.5% | +75.2% |
| YTD | +155.8% | +44.3% | +111.5% | +113.4% |
| 1Y | +340.7% | +42.6% | +298.1% | +269.1% |
| 3Y | +519.9% | +52.3% | +467.6% | +389.9% |
| 5Y | +584.9% | +37.6% | +547.3% | +454.8% |
| All | +605.1% | +89.0% | +516.0% | +356.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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