+241.0%
RVMD vs PFGC
+12.5%
+228.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.5% | -10.7% | +2.6% |
| 7D | +5.8% | +13.9% | -8.0% | +5.5% |
| 30D | -3.8% | +18.4% | -22.2% | -4.1% |
| 3M | +3.2% | -2.5% | +5.8% | +3.4% |
| 6M | +35.0% | +26.0% | +9.0% | +34.2% |
| YTD | +150.7% | +21.9% | +128.9% | +154.0% |
| 1Y | +241.0% | +13.4% | +227.6% | +245.1% |
| All | +241.0% | +12.5% | +228.5% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 1y: compounded portfolio wealth divided by compounded PFGC 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…
1y analysis · Full analysis span regression · 6 months rolling