+442.1%
RVMD vs PFGC
+138.1%
+304.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.8% |
| 7D | -10.4% | +3.4% | -13.8% | -11.6% |
| 30D | -11.0% | +16.9% | -27.9% | -17.3% |
| 3M | -14.7% | +6.4% | -21.1% | -17.6% |
| 6M | +14.9% | +16.0% | -1.1% | +5.9% |
| YTD | +116.3% | +23.6% | +92.7% | +90.6% |
| 1Y | +167.6% | +16.6% | +151.0% | +142.6% |
| 3Y | +776.8% | +82.3% | +694.5% | +512.2% |
| All | +442.1% | +138.1% | +304.0% | +218.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling