+241.0%
RVMD vs VRSN
+31.7%
+209.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.8% |
| 7D | +5.8% | +3.6% | +2.2% | +5.7% |
| 30D | -3.8% | +8.8% | -12.7% | -4.0% |
| 3M | +3.2% | +6.6% | -3.4% | +3.3% |
| 6M | +35.0% | +16.7% | +18.4% | +33.8% |
| YTD | +150.7% | +32.1% | +118.6% | +150.4% |
| 1Y | +241.0% | +34.1% | +206.9% | +244.7% |
| All | +241.0% | +31.7% | +209.3% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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