+241.0%
RVMD vs BTG
+24.4%
+216.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.7% | -5.9% | +2.4% |
| 7D | +5.8% | -0.2% | +6.0% | +5.8% |
| 30D | -3.8% | -0.8% | -3.1% | -3.9% |
| 3M | +3.2% | +31.8% | -28.6% | +1.8% |
| 6M | +35.0% | +20.4% | +14.6% | +33.4% |
| YTD | +150.7% | +14.7% | +136.0% | +150.5% |
| 1Y | +241.0% | +29.4% | +211.6% | +231.5% |
| All | +241.0% | +24.4% | +216.6% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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