+340.7%
RVMD vs CG
-33.8%
+374.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | -3.0% | -9.9% | +6.9% | -0.6% |
| 30D | -0.7% | -11.7% | +10.9% | +1.9% |
| 3M | +36.5% | -4.3% | +40.8% | +36.8% |
| 6M | +104.6% | -8.8% | +113.4% | +110.3% |
| YTD | +155.8% | -26.9% | +182.7% | +162.3% |
| 1Y | +340.7% | -35.4% | +376.1% | +372.0% |
| All | +340.7% | -33.8% | +374.5% | +372.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling