+442.1%
RVMD vs URA
+25.6%
+416.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.7% |
| 7D | -10.4% | -1.5% | -8.9% | -9.9% |
| 30D | -11.0% | -10.4% | -0.6% | -7.5% |
| 3M | -14.7% | -29.6% | +14.9% | -4.4% |
| 6M | +14.9% | -40.3% | +55.2% | +35.1% |
| YTD | +116.3% | -25.5% | +141.8% | +129.2% |
| 1Y | +167.6% | -26.4% | +194.0% | +183.5% |
| 3Y | +776.8% | +31.4% | +745.4% | +546.5% |
| All | +442.1% | +25.6% | +416.5% | +280.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling