+618.6%
RVMD vs EXPD
+178.3%
+440.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.3% |
| 7D | -0.7% | +1.2% | -1.9% | -1.2% |
| 30D | +0.3% | +5.2% | -4.9% | -1.8% |
| 3M | +38.9% | +13.2% | +25.7% | +31.6% |
| 6M | +108.1% | +30.3% | +77.8% | +85.0% |
| YTD | +160.7% | +27.0% | +133.7% | +131.5% |
| 1Y | +407.3% | +57.3% | +350.0% | +305.1% |
| 3Y | +546.6% | +70.0% | +476.6% | +387.6% |
| 5Y | +579.8% | +61.6% | +518.2% | +406.6% |
| All | +618.6% | +178.3% | +440.3% | +280.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling