+519.9%
RVMD vs EQH
+100.2%
+419.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.3% |
| 7D | -3.0% | +0.7% | -3.7% | -3.3% |
| 30D | -0.7% | +2.8% | -3.6% | -2.0% |
| 3M | +36.5% | +23.1% | +13.5% | +24.7% |
| 6M | +104.6% | +41.4% | +63.2% | +74.5% |
| YTD | +155.8% | +14.3% | +141.6% | +137.0% |
| 1Y | +340.7% | +1.6% | +339.1% | +331.7% |
| 3Y | +519.9% | +102.7% | +417.2% | +237.7% |
| All | +519.9% | +100.2% | +419.7% | +237.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling