+603.6%
RVMD vs EAT
+407.1%
+196.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -3.6% | -6.2% | +2.6% | -2.1% |
| 30D | -1.1% | -3.0% | +2.0% | -0.7% |
| 3M | +41.0% | +45.6% | -4.6% | +27.6% |
| 6M | +105.7% | +53.5% | +52.1% | +81.3% |
| YTD | +155.3% | +49.6% | +105.7% | +125.9% |
| 1Y | +402.7% | +38.9% | +363.8% | +349.9% |
| 3Y | +533.1% | +589.7% | -56.6% | +256.1% |
| 5Y | +583.5% | +318.7% | +264.9% | +315.8% |
| All | +603.6% | +407.1% | +196.6% | +274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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