+568.0%
RVMD vs USFD
+171.7%
+396.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.5% |
| 7D | -0.6% | +8.4% | -9.0% | -3.4% |
| 30D | +1.7% | +12.7% | -11.0% | -2.8% |
| 3M | -6.7% | +1.1% | -7.8% | -7.5% |
| 6M | +36.1% | +30.2% | +6.0% | +22.4% |
| YTD | +142.4% | +45.8% | +96.5% | +105.9% |
| 1Y | +207.8% | +51.9% | +155.8% | +157.0% |
| 3Y | +879.5% | +158.5% | +721.0% | +565.6% |
| 5Y | +509.0% | +208.0% | +301.0% | +285.2% |
| All | +568.0% | +171.7% | +396.3% | +370.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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