+603.6%
RVMD vs CDW
+15.1%
+588.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.2% |
| 7D | -3.6% | -7.4% | +3.8% | -0.5% |
| 30D | -1.1% | +5.8% | -6.9% | -3.9% |
| 3M | +41.0% | +10.8% | +30.2% | +32.4% |
| 6M | +105.7% | +21.5% | +84.2% | +81.1% |
| YTD | +155.3% | +6.4% | +148.9% | +136.4% |
| 1Y | +402.7% | -14.8% | +417.5% | +414.8% |
| 3Y | +533.1% | -29.9% | +563.0% | +588.6% |
| 5Y | +583.5% | -22.9% | +606.4% | +588.5% |
| All | +603.6% | +15.1% | +588.5% | +459.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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