+518.6%
RVMD vs VIG
+54.7%
+463.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | -3.6% | -2.2% | -1.3% | -0.4% |
| 30D | -1.1% | -3.2% | +2.1% | +3.6% |
| 3M | +41.0% | +3.0% | +38.0% | +35.1% |
| 6M | +105.7% | +8.1% | +97.6% | +83.9% |
| YTD | +155.3% | +9.1% | +146.3% | +124.1% |
| 1Y | +402.7% | +12.6% | +390.1% | +321.2% |
| All | +518.6% | +54.7% | +463.9% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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