+439.2%
RVMD vs VLTO
-8.3%
+447.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.1% |
| 7D | +1.0% | -2.3% | +3.3% | +1.7% |
| 30D | +6.4% | -0.9% | +7.3% | +6.7% |
| 3M | +34.9% | +13.8% | +21.1% | +25.4% |
| 6M | +107.6% | +2.0% | +105.5% | +105.6% |
| YTD | +163.7% | -3.2% | +166.9% | +170.6% |
| 1Y | +439.2% | -9.2% | +448.4% | +517.9% |
| All | +439.2% | -8.3% | +447.5% | +517.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling