+605.1%
RVMD vs CASY
+291.7%
+313.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | -3.0% | -18.6% | +15.6% | +1.9% |
| 30D | -0.7% | -26.6% | +25.9% | +7.0% |
| 3M | +36.5% | -32.8% | +69.3% | +50.2% |
| 6M | +104.6% | -10.0% | +114.6% | +103.7% |
| YTD | +155.8% | +11.6% | +144.2% | +137.6% |
| 1Y | +340.7% | +11.5% | +329.2% | +308.7% |
| 3Y | +519.9% | +160.7% | +359.2% | +333.5% |
| 5Y | +584.9% | +232.4% | +352.5% | +333.6% |
| All | +605.1% | +291.7% | +313.4% | +316.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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