+439.2%
RVMD vs EQH
+2.5%
+436.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | +1.0% | +5.5% | -4.5% | +0.2% |
| 30D | +6.4% | +3.2% | +3.2% | +5.8% |
| 3M | +34.9% | +32.5% | +2.4% | +28.2% |
| 6M | +107.6% | +33.7% | +73.8% | +93.0% |
| YTD | +163.7% | +13.4% | +150.2% | +146.2% |
| 1Y | +439.2% | +0.6% | +438.6% | +461.7% |
| All | +439.2% | +2.5% | +436.8% | +461.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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