+605.1%
RVMD vs MKC
-28.7%
+633.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -3.0% | -1.5% | -1.5% | -2.7% |
| 30D | -0.7% | -3.1% | +2.4% | -0.2% |
| 3M | +36.5% | +5.2% | +31.4% | +34.4% |
| 6M | +104.6% | -12.8% | +117.4% | +110.2% |
| YTD | +155.8% | -23.3% | +179.1% | +170.1% |
| 1Y | +340.7% | -24.1% | +364.8% | +365.6% |
| 3Y | +519.9% | -32.1% | +552.0% | +565.7% |
| 5Y | +584.9% | -32.8% | +617.7% | +615.7% |
| All | +605.1% | -28.7% | +633.8% | +674.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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