+510.2%
RVMD vs VT
+114.6%
+395.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.7% |
| 7D | -0.7% | +2.9% | -3.6% | -4.1% |
| 30D | -6.4% | -2.5% | -3.9% | -3.2% |
| 3M | -14.1% | -3.3% | -10.8% | -10.3% |
| 6M | +21.0% | +1.5% | +19.5% | +19.1% |
| YTD | +121.4% | +11.4% | +110.0% | +94.6% |
| 1Y | +167.9% | +11.9% | +156.0% | +134.0% |
| 3Y | +794.7% | +73.9% | +720.8% | +360.1% |
| 5Y | +437.2% | +57.9% | +379.3% | +214.8% |
| All | +510.2% | +114.6% | +395.6% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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