+603.6%
RVMD vs MUB
+5.2%
+598.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.0% |
| 7D | -3.6% | -1.2% | -2.3% | -1.7% |
| 30D | -1.1% | -2.8% | +1.7% | +3.2% |
| 3M | +41.0% | -3.1% | +44.1% | +47.8% |
| 6M | +105.7% | -2.9% | +108.6% | +115.2% |
| YTD | +155.3% | -2.0% | +157.3% | +164.0% |
| 1Y | +402.7% | 0.0% | +402.7% | +405.4% |
| 3Y | +533.1% | +7.4% | +525.7% | +468.7% |
| 5Y | +583.5% | +0.8% | +582.7% | +561.0% |
| All | +603.6% | +5.2% | +598.4% | +618.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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