+603.6%
RVMD vs RRC
+1,330.9%
-727.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | -3.6% | -1.2% | -2.4% | -3.4% |
| 30D | -1.1% | +3.0% | -4.0% | -1.5% |
| 3M | +41.0% | +7.3% | +33.7% | +39.4% |
| 6M | +105.7% | +3.6% | +102.1% | +103.6% |
| YTD | +155.3% | +19.4% | +135.9% | +147.0% |
| 1Y | +402.7% | +21.4% | +381.3% | +383.8% |
| 3Y | +533.1% | +32.8% | +500.3% | +494.6% |
| 5Y | +583.5% | +152.0% | +431.6% | +472.3% |
| All | +603.6% | +1,330.9% | -727.3% | +351.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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