+618.6%
RVMD vs MKC
-28.5%
+647.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | -0.7% | -4.3% | +3.6% | +0.2% |
| 30D | +0.3% | -3.1% | +3.4% | +0.9% |
| 3M | +38.9% | +6.8% | +32.1% | +36.2% |
| 6M | +108.1% | -18.3% | +126.5% | +117.1% |
| YTD | +160.7% | -23.1% | +183.8% | +175.1% |
| 1Y | +407.3% | -23.7% | +431.0% | +435.5% |
| 3Y | +546.6% | -31.0% | +577.6% | +591.4% |
| 5Y | +579.8% | -33.5% | +613.3% | +613.9% |
| All | +618.6% | -28.5% | +647.1% | +688.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling