+617.4%
RVMD vs SUI
-13.0%
+630.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.5% |
| 7D | -1.2% | -3.1% | +1.9% | +0.3% |
| 30D | +1.1% | -2.3% | +3.4% | +2.1% |
| 3M | +39.6% | -2.8% | +42.4% | +40.5% |
| 6M | +110.7% | -12.4% | +123.1% | +123.2% |
| YTD | +160.3% | -3.3% | +163.6% | +161.8% |
| 1Y | +404.9% | -5.8% | +410.7% | +414.5% |
| 3Y | +545.5% | +12.5% | +533.0% | +486.0% |
| 5Y | +584.7% | -32.9% | +617.5% | +695.2% |
| All | +617.4% | -13.0% | +630.3% | +704.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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