+605.1%
RVMD vs VO
+94.0%
+511.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.7% |
| 7D | -3.0% | -1.5% | -1.5% | -1.3% |
| 30D | -0.7% | -3.0% | +2.3% | +2.8% |
| 3M | +36.5% | +2.8% | +33.7% | +32.2% |
| 6M | +104.6% | +10.9% | +93.7% | +82.4% |
| YTD | +155.8% | +12.5% | +143.4% | +123.2% |
| 1Y | +340.7% | +12.0% | +328.7% | +286.2% |
| 3Y | +519.9% | +56.3% | +463.6% | +277.3% |
| 5Y | +584.9% | +42.9% | +542.0% | +370.2% |
| All | +605.1% | +94.0% | +511.1% | +255.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling