+618.6%
RVMD vs IWD
+109.2%
+509.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.8% |
| 7D | -0.7% | -1.2% | +0.4% | +0.5% |
| 30D | +0.3% | -1.6% | +2.0% | +2.1% |
| 3M | +38.9% | +7.0% | +31.9% | +28.8% |
| 6M | +108.1% | +17.0% | +91.1% | +75.5% |
| YTD | +160.7% | +21.6% | +139.1% | +109.9% |
| 1Y | +407.3% | +28.0% | +379.3% | +287.0% |
| 3Y | +546.6% | +70.6% | +476.0% | +268.9% |
| 5Y | +579.8% | +73.3% | +506.5% | +291.2% |
| All | +618.6% | +109.2% | +509.4% | +230.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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