+496.2%
RVMD vs VO
+96.6%
+399.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -10.4% | +3.1% | -13.5% | -13.5% |
| 30D | -11.0% | +2.2% | -13.2% | -12.9% |
| 3M | -14.7% | -2.5% | -12.2% | -12.1% |
| 6M | +14.9% | +7.0% | +8.0% | +6.6% |
| YTD | +116.3% | +14.0% | +102.3% | +86.1% |
| 1Y | +167.6% | +15.6% | +152.0% | +126.5% |
| 3Y | +776.8% | +66.2% | +710.6% | +394.7% |
| 5Y | +424.8% | +36.6% | +388.2% | +274.6% |
| All | +496.2% | +96.6% | +399.5% | +196.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling