+618.6%
RVMD vs URA
+430.3%
+188.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -0.7% | +5.7% | -6.5% | -2.7% |
| 30D | +0.3% | +5.6% | -5.2% | -1.9% |
| 3M | +38.9% | +6.2% | +32.7% | +35.1% |
| 6M | +108.1% | -8.2% | +116.4% | +110.2% |
| YTD | +160.7% | +9.7% | +151.1% | +142.8% |
| 1Y | +407.3% | +17.0% | +390.3% | +348.1% |
| 3Y | +546.6% | +118.5% | +428.1% | +306.7% |
| 5Y | +579.8% | +134.3% | +445.5% | +294.0% |
| All | +618.6% | +430.3% | +188.3% | +123.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling