+579.8%
RVMD vs RRC
+154.4%
+425.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | -0.7% | -1.7% | +1.0% | -0.5% |
| 30D | +0.3% | +3.6% | -3.3% | -0.2% |
| 3M | +38.9% | +8.8% | +30.0% | +36.9% |
| 6M | +108.1% | +0.8% | +107.3% | +106.7% |
| YTD | +160.7% | +19.0% | +141.8% | +151.4% |
| 1Y | +407.3% | +22.9% | +384.4% | +384.8% |
| 3Y | +546.6% | +32.3% | +514.3% | +502.8% |
| 5Y | +579.8% | +151.6% | +428.2% | +493.8% |
| All | +579.8% | +154.4% | +425.4% | +493.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling