+518.6%
RVMD vs TRGP
+262.4%
+256.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -3.6% | -0.6% | -3.0% | -3.5% |
| 30D | -1.1% | +10.0% | -11.0% | -3.3% |
| 3M | +41.0% | +7.6% | +33.4% | +38.2% |
| 6M | +105.7% | +26.8% | +78.9% | +92.0% |
| YTD | +155.3% | +60.6% | +94.8% | +121.1% |
| 1Y | +402.7% | +82.5% | +320.2% | +314.1% |
| All | +518.6% | +262.4% | +256.3% | +258.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 3y: compounded portfolio wealth divided by compounded TRGP 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…
3y analysis · Full analysis span regression · 6 months rolling