+605.1%
RVMD vs BLDR
+126.6%
+478.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.6% |
| 7D | -3.0% | -8.2% | +5.3% | -0.2% |
| 30D | -0.7% | -16.6% | +15.9% | +5.0% |
| 3M | +36.5% | -23.2% | +59.7% | +46.4% |
| 6M | +104.6% | -33.7% | +138.3% | +128.9% |
| YTD | +155.8% | -41.3% | +197.2% | +196.3% |
| 1Y | +340.7% | -58.8% | +399.5% | +475.0% |
| 3Y | +519.9% | -57.5% | +577.4% | +640.3% |
| 5Y | +584.9% | +12.9% | +572.0% | +430.9% |
| All | +605.1% | +126.6% | +478.5% | +279.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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