+603.6%
RVMD vs URA
+409.2%
+194.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -0.7% |
| 7D | -3.6% | -1.5% | -2.0% | -3.1% |
| 30D | -1.1% | -0.4% | -0.7% | -1.2% |
| 3M | +41.0% | +6.3% | +34.8% | +37.1% |
| 6M | +105.7% | -14.0% | +119.7% | +112.6% |
| YTD | +155.3% | +5.3% | +150.0% | +141.2% |
| 1Y | +402.7% | +11.7% | +391.0% | +351.6% |
| 3Y | +533.1% | +109.8% | +423.3% | +303.9% |
| 5Y | +583.5% | +108.0% | +475.6% | +317.8% |
| All | +603.6% | +409.2% | +194.4% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded URA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling