+519.9%
RVMD vs VYM
+65.1%
+454.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.7% |
| 7D | -3.0% | -0.8% | -2.2% | -1.9% |
| 30D | -0.7% | -2.2% | +1.5% | +2.5% |
| 3M | +36.5% | +3.1% | +33.5% | +30.7% |
| 6M | +104.6% | +9.7% | +94.9% | +78.9% |
| YTD | +155.8% | +14.9% | +140.9% | +107.4% |
| 1Y | +340.7% | +17.6% | +323.1% | +244.7% |
| 3Y | +519.9% | +65.3% | +454.6% | +87.3% |
| All | +519.9% | +65.1% | +454.9% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling