+618.6%
RVMD vs MDY
+93.7%
+525.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +1.2% |
| 7D | -0.7% | -0.8% | 0.0% | 0.0% |
| 30D | +0.3% | -3.9% | +4.2% | +4.3% |
| 3M | +38.9% | 0.0% | +38.9% | +39.0% |
| 6M | +108.1% | +8.5% | +99.6% | +91.8% |
| YTD | +160.7% | +13.2% | +147.5% | +129.6% |
| 1Y | +407.3% | +15.0% | +392.3% | +339.4% |
| 3Y | +546.6% | +49.6% | +497.0% | +331.4% |
| 5Y | +579.8% | +46.0% | +533.8% | +375.0% |
| All | +618.6% | +93.7% | +525.0% | +272.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling