+592.6%
RVMD vs DOC
-18.7%
+611.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.8% | +2.3% | +3.2% |
| 7D | +6.4% | +5.9% | +0.5% | +3.6% |
| 30D | +5.5% | +10.3% | -4.8% | +0.4% |
| 3M | -2.4% | -2.2% | -0.2% | -1.8% |
| 6M | +41.1% | +8.2% | +32.9% | +34.5% |
| YTD | +151.3% | +35.4% | +115.9% | +111.1% |
| 1Y | +228.1% | +23.6% | +204.4% | +188.3% |
| 3Y | +899.8% | +57.3% | +842.5% | +660.6% |
| 5Y | +514.0% | -19.6% | +533.6% | +552.5% |
| All | +592.6% | -18.7% | +611.3% | +624.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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