+579.8%
RVMD vs BUD
+44.7%
+535.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.1% |
| 7D | -0.7% | -1.3% | +0.6% | -0.2% |
| 30D | +0.3% | -6.1% | +6.5% | +3.0% |
| 3M | +38.9% | -3.8% | +42.6% | +40.4% |
| 6M | +108.1% | +8.2% | +99.9% | +97.9% |
| YTD | +160.7% | +23.6% | +137.2% | +131.7% |
| 1Y | +407.3% | +33.4% | +373.8% | +331.5% |
| 3Y | +546.6% | +45.3% | +501.3% | +396.9% |
| 5Y | +579.8% | +44.3% | +535.5% | +408.3% |
| All | +579.8% | +44.7% | +535.1% | +408.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling