+496.2%
RVMD vs BUD
+26.5%
+469.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.8% |
| 7D | -10.4% | +1.0% | -11.4% | -10.8% |
| 30D | -11.0% | +6.7% | -17.6% | -14.0% |
| 3M | -14.7% | +5.7% | -20.4% | -17.6% |
| 6M | +14.9% | +5.8% | +9.1% | +10.3% |
| YTD | +116.3% | +34.4% | +81.9% | +83.3% |
| 1Y | +167.6% | +33.3% | +134.3% | +127.2% |
| 3Y | +776.8% | +48.8% | +728.0% | +578.9% |
| 5Y | +424.8% | +52.5% | +372.3% | +296.4% |
| All | +496.2% | +26.5% | +469.6% | +352.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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