+519.9%
RVMD vs VCLT
+11.4%
+508.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -1.4% | -1.6% | -1.6% |
| 30D | -0.7% | -1.2% | +0.4% | +0.4% |
| 3M | +36.5% | -4.8% | +41.3% | +43.4% |
| 6M | +104.6% | -2.6% | +107.2% | +111.0% |
| YTD | +155.8% | -3.3% | +159.2% | +165.9% |
| 1Y | +340.7% | -4.8% | +345.5% | +363.7% |
| 3Y | +519.9% | +11.5% | +508.4% | +454.5% |
| All | +519.9% | +11.4% | +508.6% | +454.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling