+618.6%
RVMD vs TMF
-88.2%
+706.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.8% | +0.2% |
| 7D | -0.7% | -0.9% | +0.1% | -0.7% |
| 30D | +0.3% | -1.0% | +1.3% | +0.4% |
| 3M | +38.9% | -11.3% | +50.1% | +39.2% |
| 6M | +108.1% | -22.7% | +130.8% | +109.0% |
| YTD | +160.7% | -17.3% | +178.1% | +161.7% |
| 1Y | +407.3% | -22.5% | +429.8% | +409.4% |
| 3Y | +546.6% | -43.2% | +589.8% | +545.1% |
| 5Y | +579.8% | -88.3% | +668.1% | +478.2% |
| All | +618.6% | -88.2% | +706.8% | +487.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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