+605.1%
RVMD vs INDA
+47.5%
+557.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | -0.5% |
| 7D | -3.0% | -2.7% | -0.3% | -1.0% |
| 30D | -0.7% | -2.8% | +2.0% | +1.2% |
| 3M | +36.5% | +1.6% | +34.9% | +34.7% |
| 6M | +104.6% | -1.4% | +106.0% | +105.7% |
| YTD | +155.8% | -10.1% | +166.0% | +174.5% |
| 1Y | +340.7% | -8.8% | +349.5% | +367.0% |
| 3Y | +519.9% | +7.6% | +512.3% | +481.6% |
| 5Y | +584.9% | +5.8% | +579.2% | +554.0% |
| All | +605.1% | +47.5% | +557.6% | +437.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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