+603.6%
RVMD vs VYM
+108.5%
+495.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | -3.6% | -1.9% | -1.7% | -1.6% |
| 30D | -1.1% | -2.6% | +1.5% | +1.6% |
| 3M | +41.0% | +3.6% | +37.5% | +36.0% |
| 6M | +105.7% | +8.7% | +97.0% | +88.7% |
| YTD | +155.3% | +14.1% | +141.2% | +121.7% |
| 1Y | +402.7% | +17.8% | +384.9% | +322.9% |
| 3Y | +533.1% | +64.5% | +468.6% | +284.4% |
| 5Y | +583.5% | +77.5% | +506.0% | +296.5% |
| All | +603.6% | +108.5% | +495.1% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling