+583.5%
RVMD vs FND
-62.8%
+646.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -3.6% | -5.1% | +1.5% | -1.6% |
| 30D | -1.1% | -22.5% | +21.5% | +9.0% |
| 3M | +41.0% | -5.0% | +46.0% | +41.1% |
| 6M | +105.7% | -21.5% | +127.2% | +119.5% |
| YTD | +155.3% | -23.0% | +178.3% | +173.5% |
| 1Y | +402.7% | -44.9% | +447.6% | +521.8% |
| 3Y | +533.1% | -50.0% | +583.1% | +646.7% |
| 5Y | +583.5% | -63.3% | +646.9% | +778.5% |
| All | +583.5% | -62.8% | +646.3% | +778.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling