+617.4%
RVMD vs BLDR
+134.9%
+482.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.6% | +0.3% |
| 7D | -1.2% | -0.3% | -0.9% | -1.2% |
| 30D | +1.1% | -16.2% | +17.3% | +6.6% |
| 3M | +39.6% | -14.4% | +54.0% | +44.2% |
| 6M | +110.7% | -32.8% | +143.5% | +134.7% |
| YTD | +160.3% | -39.2% | +199.5% | +197.9% |
| 1Y | +404.9% | -57.7% | +462.6% | +553.9% |
| 3Y | +545.5% | -55.3% | +600.7% | +657.5% |
| 5Y | +584.7% | +15.6% | +569.1% | +426.9% |
| All | +617.4% | +134.9% | +482.5% | +281.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling