+531.8%
RVMD vs PFG
+67.4%
+464.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -0.7% | +3.2% | -4.0% | -2.4% |
| 30D | +0.3% | +0.9% | -0.6% | -0.3% |
| 3M | +38.9% | +7.7% | +31.2% | +33.0% |
| 6M | +108.1% | +29.0% | +79.2% | +80.9% |
| YTD | +160.7% | +32.5% | +128.3% | +120.8% |
| 1Y | +407.3% | +47.3% | +360.0% | +301.1% |
| All | +531.8% | +67.4% | +464.4% | +296.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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