+588.9%
RVMD vs NVS
+92.9%
+496.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | -14.3% | +11.3% | +2.5% |
| 30D | -0.7% | -10.0% | +9.2% | +2.6% |
| 3M | +36.5% | -10.9% | +47.4% | +41.6% |
| 6M | +104.6% | -12.0% | +116.6% | +113.0% |
| YTD | +155.8% | +2.5% | +153.3% | +149.6% |
| 1Y | +340.7% | +10.7% | +330.0% | +314.8% |
| 3Y | +519.9% | +53.3% | +466.6% | +394.5% |
| All | +588.9% | +92.9% | +496.0% | +378.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 5y: compounded portfolio wealth divided by compounded NVS 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…
5y analysis · Full analysis span regression · 6 months rolling