+618.6%
RVMD vs VICR
+239.0%
+379.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +1.0% |
| 7D | -0.7% | +1.3% | -2.0% | -1.0% |
| 30D | +0.3% | -11.9% | +12.3% | +2.2% |
| 3M | +38.9% | -35.1% | +74.0% | +47.1% |
| 6M | +108.1% | +8.1% | +100.0% | +95.4% |
| YTD | +160.7% | +67.8% | +93.0% | +122.1% |
| 1Y | +407.3% | +267.3% | +140.0% | +263.1% |
| 3Y | +546.6% | +191.2% | +355.4% | +348.9% |
| 5Y | +579.8% | +48.1% | +531.7% | +405.5% |
| All | +618.6% | +239.0% | +379.6% | +297.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 all: compounded portfolio wealth divided by compounded VICR 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…
all analysis · Full analysis span regression · 6 months rolling