+404.9%
RVMD vs USFD
+32.2%
+372.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -1.2% | -3.3% | +2.1% | -0.9% |
| 30D | +1.1% | -5.3% | +6.4% | +1.5% |
| 3M | +39.6% | +18.8% | +20.8% | +37.6% |
| 6M | +110.7% | +14.3% | +96.4% | +108.0% |
| YTD | +160.3% | +36.9% | +123.4% | +146.0% |
| 1Y | +404.9% | +31.7% | +373.2% | +424.3% |
| All | +404.9% | +32.2% | +372.8% | +424.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling