+605.1%
RVMD vs UUUU
+648.6%
-43.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +1.1% |
| 7D | -3.0% | -10.5% | +7.5% | -1.1% |
| 30D | -0.7% | -10.5% | +9.8% | +0.9% |
| 3M | +36.5% | -14.1% | +50.7% | +39.1% |
| 6M | +104.6% | -35.5% | +140.1% | +115.8% |
| YTD | +155.8% | -10.9% | +166.8% | +148.7% |
| 1Y | +340.7% | +3.4% | +337.3% | +298.9% |
| 3Y | +519.9% | +73.1% | +446.8% | +359.6% |
| 5Y | +584.9% | +87.1% | +497.8% | +369.3% |
| All | +605.1% | +648.6% | -43.5% | +198.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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