+618.6%
RVMD vs TAP
-16.3%
+634.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -0.7% | -5.1% | +4.3% | +0.4% |
| 30D | +0.3% | -8.4% | +8.8% | +2.2% |
| 3M | +38.9% | -3.9% | +42.8% | +39.2% |
| 6M | +108.1% | -14.4% | +122.5% | +114.1% |
| YTD | +160.7% | -14.7% | +175.5% | +167.5% |
| 1Y | +407.3% | -18.7% | +426.0% | +425.8% |
| 3Y | +546.6% | -32.6% | +579.2% | +598.3% |
| 5Y | +579.8% | -1.4% | +581.2% | +539.0% |
| All | +618.6% | -16.3% | +634.9% | +556.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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