+579.8%
RVMD vs GEN
+20.0%
+559.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | -0.7% | -2.9% | +2.2% | +0.1% |
| 30D | +0.3% | +2.1% | -1.7% | -0.5% |
| 3M | +38.9% | +19.7% | +19.2% | +30.3% |
| 6M | +108.1% | +33.3% | +74.9% | +85.9% |
| YTD | +160.7% | +11.1% | +149.6% | +145.2% |
| 1Y | +407.3% | +3.0% | +404.3% | +388.0% |
| 3Y | +546.6% | +57.9% | +488.7% | +441.1% |
| 5Y | +579.8% | +20.6% | +559.2% | +462.5% |
| All | +579.8% | +20.0% | +559.8% | +462.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling