+530.7%
RVMD vs RRC
+31.5%
+499.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -1.2% | -1.2% | 0.0% | -1.1% |
| 30D | +1.1% | +9.4% | -8.4% | -0.1% |
| 3M | +39.6% | +7.4% | +32.2% | +38.0% |
| 6M | +110.7% | +1.5% | +109.2% | +109.0% |
| YTD | +160.3% | +19.4% | +140.9% | +148.6% |
| 1Y | +404.9% | +24.2% | +380.7% | +374.7% |
| All | +530.7% | +31.5% | +499.2% | +466.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling