+584.7%
RVMD vs IBB
+20.0%
+564.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | +1.9% |
| 7D | -1.2% | -1.7% | +0.4% | +1.1% |
| 30D | +1.1% | +4.9% | -3.8% | -6.8% |
| 3M | +39.6% | +24.2% | +15.4% | -0.2% |
| 6M | +110.7% | +23.8% | +86.8% | +52.0% |
| YTD | +160.3% | +23.0% | +137.3% | +89.8% |
| 1Y | +404.9% | +46.2% | +358.8% | +184.2% |
| 3Y | +545.5% | +64.8% | +480.6% | +200.2% |
| 5Y | +584.7% | +20.9% | +563.8% | +383.7% |
| All | +584.7% | +20.0% | +564.7% | +383.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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