+583.5%
RVMD vs PFGC
+105.5%
+478.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.5% |
| 7D | -3.6% | -4.8% | +1.3% | -1.4% |
| 30D | -1.1% | -17.2% | +16.1% | +7.3% |
| 3M | +41.0% | -6.3% | +47.4% | +44.2% |
| 6M | +105.7% | +8.8% | +96.9% | +94.9% |
| YTD | +155.3% | +4.9% | +150.4% | +143.8% |
| 1Y | +402.7% | -9.5% | +412.2% | +415.5% |
| 3Y | +533.1% | +59.6% | +473.5% | +375.9% |
| 5Y | +583.5% | +113.5% | +470.0% | +329.5% |
| All | +583.5% | +105.5% | +478.0% | +329.5% |
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