+241.0%
RVMD vs WTW
+8.6%
+232.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.1% | +2.9% |
| 7D | +5.8% | +4.9% | +0.9% | +5.9% |
| 30D | -3.8% | +17.1% | -20.9% | -3.7% |
| 3M | +3.2% | -0.3% | +3.6% | +3.9% |
| 6M | +35.0% | +30.7% | +4.4% | +35.1% |
| YTD | +150.7% | +3.7% | +147.0% | +145.5% |
| 1Y | +241.0% | +5.9% | +235.1% | +235.5% |
| All | +241.0% | +8.6% | +232.4% | +235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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