+292.5%
RVMD vs PLTD
-78.0%
+370.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.3% |
| 7D | -0.7% | -9.8% | +9.0% | -2.6% |
| 30D | -6.4% | +18.9% | -25.3% | -2.9% |
| 3M | -14.1% | -4.2% | -9.8% | -14.2% |
| 6M | +21.0% | -34.8% | +55.8% | +14.9% |
| YTD | +121.4% | -21.1% | +142.5% | +120.8% |
| 1Y | +167.9% | -19.3% | +187.1% | +169.2% |
| All | +292.5% | -78.0% | +370.5% | +211.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling