+605.1%
RVMD vs VYM
+109.9%
+495.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.5% |
| 7D | -3.0% | -0.8% | -2.2% | -2.2% |
| 30D | -0.7% | -2.2% | +1.5% | +1.6% |
| 3M | +36.5% | +3.1% | +33.5% | +32.3% |
| 6M | +104.6% | +9.7% | +94.9% | +85.9% |
| YTD | +155.8% | +14.9% | +140.9% | +120.6% |
| 1Y | +340.7% | +17.6% | +323.1% | +271.1% |
| 3Y | +519.9% | +65.3% | +454.6% | +274.4% |
| 5Y | +584.9% | +78.7% | +506.2% | +294.5% |
| All | +605.1% | +109.9% | +495.1% | +238.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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