+510.2%
RVMD vs DOC
-20.7%
+530.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.8% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -6.4% | +6.6% | -13.0% | -9.4% |
| 3M | -14.1% | -1.1% | -13.0% | -13.9% |
| 6M | +21.0% | +4.8% | +16.2% | +17.1% |
| YTD | +121.4% | +32.1% | +89.3% | +88.3% |
| 1Y | +167.9% | +21.9% | +146.0% | +137.1% |
| 3Y | +794.7% | +51.4% | +743.3% | +594.1% |
| 5Y | +437.2% | -21.2% | +458.3% | +476.8% |
| All | +510.2% | -20.7% | +530.9% | +546.0% |
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