+487.5%
RVMD vs USFD
+188.3%
+299.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.2% | +8.4% | +8.3% |
| 7D | +0.5% | +3.0% | -2.4% | -1.0% |
| 30D | -4.3% | +11.1% | -15.3% | -9.3% |
| 3M | -2.8% | -0.3% | -2.5% | -3.2% |
| 6M | +27.3% | +15.9% | +11.4% | +16.6% |
| YTD | +141.4% | +41.6% | +99.8% | +92.9% |
| 1Y | +213.3% | +49.4% | +163.9% | +141.7% |
| 3Y | +792.7% | +157.8% | +634.8% | +385.5% |
| All | +487.5% | +188.3% | +299.2% | +183.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling