+588.9%
RVMD vs VEU
+55.0%
+533.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -1.0% |
| 7D | -3.0% | -1.4% | -1.6% | -1.3% |
| 30D | -0.7% | -0.4% | -0.3% | -0.4% |
| 3M | +36.5% | +2.5% | +34.0% | +32.2% |
| 6M | +104.6% | +11.1% | +93.5% | +79.3% |
| YTD | +155.8% | +16.5% | +139.3% | +109.7% |
| 1Y | +340.7% | +22.9% | +317.8% | +237.2% |
| 3Y | +519.9% | +73.4% | +446.5% | +197.7% |
| All | +588.9% | +55.0% | +533.9% | +319.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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