+588.9%
RVMD vs VO
+42.1%
+546.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.9% |
| 7D | -3.0% | -1.5% | -1.5% | -0.9% |
| 30D | -0.7% | -3.0% | +2.3% | +3.4% |
| 3M | +36.5% | +2.8% | +33.7% | +31.4% |
| 6M | +104.6% | +10.9% | +93.7% | +78.1% |
| YTD | +155.8% | +12.5% | +143.4% | +116.8% |
| 1Y | +340.7% | +12.0% | +328.7% | +275.2% |
| 3Y | +519.9% | +56.3% | +463.6% | +229.1% |
| All | +588.9% | +42.1% | +546.7% | +340.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling