+519.9%
RVMD vs MDY
+48.5%
+471.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.7% |
| 7D | -3.0% | -1.9% | -1.1% | -1.0% |
| 30D | -0.7% | -4.6% | +3.9% | +4.4% |
| 3M | +36.5% | -1.2% | +37.8% | +38.3% |
| 6M | +104.6% | +9.2% | +95.4% | +86.2% |
| YTD | +155.8% | +13.1% | +142.8% | +123.0% |
| 1Y | +340.7% | +13.0% | +327.7% | +283.7% |
| 3Y | +519.9% | +49.2% | +470.7% | +207.7% |
| All | +519.9% | +48.5% | +471.5% | +207.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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