+514.0%
RVMD vs TMF
-88.4%
+602.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | +6.4% | +0.6% | +5.8% | +6.3% |
| 30D | +5.5% | +16.3% | -10.8% | +3.7% |
| 3M | -2.4% | -2.7% | +0.3% | -2.3% |
| 6M | +41.1% | -13.2% | +54.3% | +43.1% |
| YTD | +151.3% | -16.7% | +168.0% | +155.8% |
| 1Y | +228.1% | -22.7% | +250.8% | +236.3% |
| 3Y | +899.8% | -26.1% | +925.8% | +910.3% |
| 5Y | +514.0% | -88.4% | +602.4% | +488.9% |
| All | +514.0% | -88.4% | +602.4% | +488.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling