+583.5%
RVMD vs TECH
-42.4%
+625.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.0% |
| 7D | -3.6% | -0.5% | -3.1% | -3.3% |
| 30D | -1.1% | 0.0% | -1.1% | -1.1% |
| 3M | +41.0% | +37.4% | +3.6% | +21.1% |
| 6M | +105.7% | +36.9% | +68.8% | +73.0% |
| YTD | +155.3% | +23.1% | +132.2% | +123.8% |
| 1Y | +402.7% | +42.2% | +360.5% | +303.3% |
| 3Y | +533.1% | +1.9% | +531.2% | +471.6% |
| 5Y | +583.5% | -42.9% | +626.5% | +742.2% |
| All | +583.5% | -42.4% | +625.9% | +742.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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