+340.7%
RVMD vs DBX
+15.5%
+325.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | +0.1% |
| 7D | -3.0% | +2.1% | -5.1% | -3.1% |
| 30D | -0.7% | +5.7% | -6.5% | -1.2% |
| 3M | +36.5% | +31.8% | +4.7% | +32.4% |
| 6M | +104.6% | +37.5% | +67.2% | +88.9% |
| YTD | +155.8% | +27.9% | +127.9% | +138.8% |
| 1Y | +340.7% | +15.0% | +325.6% | +300.9% |
| All | +340.7% | +15.5% | +325.1% | +300.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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