+583.5%
RVMD vs BEN
+36.2%
+547.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.4% |
| 7D | -3.6% | +0.3% | -3.9% | -3.8% |
| 30D | -1.1% | +0.9% | -2.0% | -1.7% |
| 3M | +41.0% | +9.2% | +31.9% | +33.6% |
| 6M | +105.7% | +36.8% | +68.9% | +72.1% |
| YTD | +155.3% | +44.4% | +110.9% | +106.1% |
| 1Y | +402.7% | +45.8% | +356.9% | +303.2% |
| 3Y | +533.1% | +52.5% | +480.6% | +377.0% |
| 5Y | +583.5% | +37.7% | +545.8% | +422.8% |
| All | +583.5% | +36.2% | +547.3% | +422.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling