+605.1%
RVMD vs WPM
+467.8%
+137.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | -3.0% | -0.6% | -2.4% | -2.9% |
| 30D | -0.7% | +14.4% | -15.1% | -4.0% |
| 3M | +36.5% | +37.0% | -0.4% | +26.5% |
| 6M | +104.6% | +4.1% | +100.5% | +100.0% |
| YTD | +155.8% | +31.7% | +124.1% | +133.7% |
| 1Y | +340.7% | +44.2% | +296.5% | +290.4% |
| 3Y | +519.9% | +265.5% | +254.4% | +315.3% |
| 5Y | +584.9% | +262.5% | +322.4% | +347.3% |
| All | +605.1% | +467.8% | +137.3% | +301.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling