+519.9%
RVMD vs BTG
+94.8%
+425.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -3.0% | -3.8% | +0.8% | -2.5% |
| 30D | -0.7% | +3.6% | -4.4% | -1.2% |
| 3M | +36.5% | +32.0% | +4.5% | +31.2% |
| 6M | +104.6% | +3.4% | +101.2% | +101.4% |
| YTD | +155.8% | +20.8% | +135.0% | +143.4% |
| 1Y | +340.7% | +22.4% | +318.3% | +311.7% |
| 3Y | +519.9% | +91.7% | +428.2% | +416.7% |
| All | +519.9% | +94.8% | +425.1% | +416.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling