+519.9%
RVMD vs SCHG
+86.3%
+433.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -3.0% | -1.0% | -1.9% | -2.1% |
| 30D | -0.7% | -1.3% | +0.5% | +0.2% |
| 3M | +36.5% | +5.4% | +31.1% | +30.3% |
| 6M | +104.6% | +14.4% | +90.2% | +83.0% |
| YTD | +155.8% | +8.0% | +147.8% | +138.9% |
| 1Y | +340.7% | +12.7% | +327.9% | +297.0% |
| 3Y | +519.9% | +85.6% | +434.3% | +238.7% |
| All | +519.9% | +86.3% | +433.7% | +238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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