+776.8%
RVMD vs GEN
+67.9%
+708.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.9% |
| 7D | -10.4% | +2.0% | -12.4% | -10.9% |
| 30D | -11.0% | +27.7% | -38.7% | -16.6% |
| 3M | -14.7% | +3.3% | -18.0% | -15.6% |
| 6M | +14.9% | +31.8% | -16.9% | +3.5% |
| YTD | +116.3% | +13.5% | +102.8% | +99.5% |
| 1Y | +167.6% | +16.0% | +151.6% | +144.6% |
| 3Y | +776.8% | +70.6% | +706.2% | +554.4% |
| All | +776.8% | +67.9% | +708.9% | +554.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling