+241.0%
RVMD vs GEN
+20.2%
+220.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +2.3% |
| 7D | +5.8% | +26.9% | -21.0% | +2.3% |
| 30D | -3.8% | +38.6% | -42.5% | -8.4% |
| 3M | +3.2% | +9.7% | -6.5% | +2.5% |
| 6M | +35.0% | +58.9% | -23.9% | +14.5% |
| YTD | +150.7% | +15.3% | +135.4% | +116.3% |
| 1Y | +241.0% | +21.8% | +219.2% | +191.1% |
| All | +241.0% | +20.2% | +220.8% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling