+588.9%
RVMD vs TXG
-62.8%
+651.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.7% |
| 7D | -3.0% | +9.5% | -12.5% | -5.5% |
| 30D | -0.7% | +18.8% | -19.5% | -5.9% |
| 3M | +36.5% | +136.1% | -99.6% | +4.6% |
| 6M | +104.6% | +235.2% | -130.6% | +39.2% |
| YTD | +155.8% | +320.5% | -164.7% | +60.8% |
| 1Y | +340.7% | +425.2% | -84.5% | +151.1% |
| 3Y | +519.9% | +42.9% | +477.0% | +398.9% |
| All | +588.9% | -62.8% | +651.7% | +716.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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