+583.5%
RVMD vs DBX
+8.4%
+575.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.6% |
| 7D | -3.6% | -1.8% | -1.7% | -2.9% |
| 30D | -1.1% | +2.8% | -3.9% | -2.5% |
| 3M | +41.0% | +26.8% | +14.3% | +26.6% |
| 6M | +105.7% | +32.8% | +72.9% | +78.1% |
| YTD | +155.3% | +26.1% | +129.2% | +125.5% |
| 1Y | +402.7% | +14.1% | +388.6% | +360.8% |
| 3Y | +533.1% | +25.7% | +507.4% | +414.9% |
| 5Y | +583.5% | +11.2% | +572.4% | +411.5% |
| All | +583.5% | +8.4% | +575.1% | +411.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling