+605.1%
RVMD vs FND
-10.0%
+615.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | -3.0% | -5.8% | +2.8% | -0.7% |
| 30D | -0.7% | -20.2% | +19.5% | +8.3% |
| 3M | +36.5% | -12.0% | +48.5% | +41.3% |
| 6M | +104.6% | -18.5% | +123.1% | +114.7% |
| YTD | +155.8% | -22.3% | +178.1% | +172.7% |
| 1Y | +340.7% | -47.6% | +388.3% | +453.9% |
| 3Y | +519.9% | -49.8% | +569.7% | +635.8% |
| 5Y | +584.9% | -63.0% | +647.9% | +779.9% |
| All | +605.1% | -10.0% | +615.1% | +442.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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