+340.7%
RVMD vs BEN
+45.3%
+295.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -3.1% | +0.1% | -1.3% |
| 30D | -0.7% | +0.2% | -0.9% | -1.0% |
| 3M | +36.5% | +6.8% | +29.7% | +30.0% |
| 6M | +104.6% | +38.1% | +66.5% | +64.4% |
| YTD | +155.8% | +44.3% | +111.5% | +98.0% |
| 1Y | +340.7% | +42.6% | +298.1% | +239.9% |
| All | +340.7% | +45.3% | +295.4% | +239.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling