+519.9%
RVMD vs WTW
+61.9%
+458.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | -5.7% | +2.7% | -1.8% |
| 30D | -0.7% | -7.3% | +6.5% | +0.7% |
| 3M | +36.5% | +21.5% | +15.1% | +30.3% |
| 6M | +104.6% | +9.6% | +95.0% | +100.1% |
| YTD | +155.8% | -3.3% | +159.1% | +156.7% |
| 1Y | +340.7% | -6.1% | +346.8% | +346.6% |
| 3Y | +519.9% | +61.8% | +458.1% | +364.0% |
| All | +519.9% | +61.9% | +458.0% | +364.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling