+751.8%
RVMD vs VLTO
+26.2%
+725.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.0% |
| 7D | -1.2% | -1.6% | +0.4% | -0.7% |
| 30D | +1.1% | -2.9% | +3.9% | +2.0% |
| 3M | +39.6% | +12.7% | +26.9% | +32.2% |
| 6M | +110.7% | +1.6% | +109.1% | +108.1% |
| YTD | +160.3% | -4.0% | +164.3% | +162.4% |
| 1Y | +404.9% | -10.2% | +415.1% | +422.5% |
| All | +751.8% | +26.2% | +725.6% | +704.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling