+439.2%
RVMD vs WSM
+19.9%
+419.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.8% |
| 7D | +1.0% | -3.3% | +4.3% | +1.6% |
| 30D | +6.4% | -8.4% | +14.8% | +8.1% |
| 3M | +34.9% | +9.7% | +25.2% | +33.3% |
| 6M | +107.6% | +16.7% | +90.9% | +101.2% |
| YTD | +163.7% | +28.7% | +135.0% | +157.7% |
| 1Y | +439.2% | +13.7% | +425.5% | +426.4% |
| All | +439.2% | +19.9% | +419.3% | +426.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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