+518.6%
RVMD vs MKC
-31.7%
+550.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.0% |
| 7D | -3.6% | -2.8% | -0.8% | -3.2% |
| 30D | -1.1% | -3.4% | +2.3% | -0.7% |
| 3M | +41.0% | +3.8% | +37.3% | +39.7% |
| 6M | +105.7% | -17.9% | +123.6% | +113.1% |
| YTD | +155.3% | -23.6% | +178.9% | +167.7% |
| 1Y | +402.7% | -23.1% | +425.8% | +425.7% |
| All | +518.6% | -31.7% | +550.3% | +501.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling