+626.7%
RVMD vs BUD
+19.9%
+606.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.0% | +0.3% | +0.8% | +0.9% |
| 30D | +6.4% | -5.7% | +12.1% | +9.2% |
| 3M | +34.9% | +3.1% | +31.8% | +32.1% |
| 6M | +107.6% | +7.9% | +99.7% | +97.6% |
| YTD | +163.7% | +27.3% | +136.3% | +130.8% |
| 1Y | +439.2% | +37.8% | +401.4% | +351.4% |
| 3Y | +499.2% | +49.8% | +449.4% | +363.3% |
| 5Y | +621.7% | +43.8% | +577.9% | +463.5% |
| All | +626.7% | +19.9% | +606.8% | +469.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling