+605.1%
RVMD vs CG
+56.2%
+548.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.1% |
| 7D | -3.0% | -9.9% | +6.9% | +2.2% |
| 30D | -0.7% | -11.7% | +10.9% | +5.1% |
| 3M | +36.5% | -4.3% | +40.8% | +37.4% |
| 6M | +104.6% | -8.8% | +113.4% | +111.8% |
| YTD | +155.8% | -26.9% | +182.7% | +191.0% |
| 1Y | +340.7% | -35.4% | +376.1% | +431.4% |
| 3Y | +519.9% | +43.0% | +476.9% | +340.2% |
| 5Y | +584.9% | +1.9% | +583.0% | +474.0% |
| All | +605.1% | +56.2% | +548.9% | +275.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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