+605.1%
RVMD vs SEI
+639.0%
-33.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -0.6% |
| 7D | -3.0% | +22.6% | -25.6% | -6.1% |
| 30D | -0.7% | +9.1% | -9.8% | -2.4% |
| 3M | +36.5% | -11.3% | +47.9% | +37.2% |
| 6M | +104.6% | +22.0% | +82.6% | +94.9% |
| YTD | +155.8% | +47.3% | +108.6% | +134.8% |
| 1Y | +340.7% | +124.8% | +215.9% | +272.9% |
| 3Y | +519.9% | +591.3% | -71.3% | +287.0% |
| 5Y | +584.9% | +1,008.2% | -423.3% | +248.8% |
| All | +605.1% | +639.0% | -33.9% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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