+603.6%
RVMD vs GEN
+68.5%
+535.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -3.6% | -4.3% | +0.8% | -2.3% |
| 30D | -1.1% | +3.8% | -4.8% | -2.5% |
| 3M | +41.0% | +22.3% | +18.8% | +31.4% |
| 6M | +105.7% | +39.0% | +66.7% | +82.1% |
| YTD | +155.3% | +11.9% | +143.4% | +140.4% |
| 1Y | +402.7% | +4.5% | +398.2% | +383.1% |
| 3Y | +533.1% | +59.0% | +474.1% | +429.1% |
| 5Y | +583.5% | +22.0% | +561.5% | +493.3% |
| All | +603.6% | +68.5% | +535.1% | +406.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling