+241.0%
RVMD vs WPM
+38.8%
+202.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +12.0% | -9.2% | +1.6% |
| 7D | +5.8% | +3.9% | +1.9% | +5.3% |
| 30D | -3.8% | -3.5% | -0.3% | -3.6% |
| 3M | +3.2% | +14.1% | -10.9% | +1.5% |
| 6M | +35.0% | +6.2% | +28.8% | +33.2% |
| YTD | +150.7% | +12.4% | +138.3% | +156.0% |
| 1Y | +241.0% | +40.0% | +201.0% | +236.2% |
| All | +241.0% | +38.8% | +202.2% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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