+605.1%
RVMD vs EVRG
+49.4%
+555.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -0.7% | -1.2% | +0.5% | -0.3% |
| 3M | +36.5% | -0.6% | +37.2% | +36.7% |
| 6M | +104.6% | +2.4% | +102.2% | +101.6% |
| YTD | +155.8% | +15.5% | +140.4% | +140.0% |
| 1Y | +340.7% | +16.8% | +323.9% | +311.5% |
| 3Y | +519.9% | +75.0% | +444.9% | +392.0% |
| 5Y | +584.9% | +49.3% | +535.6% | +469.8% |
| All | +605.1% | +49.4% | +555.7% | +514.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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