+340.7%
RVMD vs WSM
+12.7%
+328.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -3.0% | -0.5% | -2.5% | -2.9% |
| 30D | -0.7% | -7.7% | +7.0% | +0.7% |
| 3M | +36.5% | +3.8% | +32.8% | +36.1% |
| 6M | +104.6% | +22.7% | +81.9% | +99.8% |
| YTD | +155.8% | +28.0% | +127.8% | +150.8% |
| 1Y | +340.7% | +12.7% | +328.0% | +328.0% |
| All | +340.7% | +12.7% | +328.0% | +328.0% |
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