+518.6%
RVMD vs WU
-29.2%
+547.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -3.6% | -5.0% | +1.4% | -2.4% |
| 30D | -1.1% | -2.3% | +1.2% | -0.7% |
| 3M | +41.0% | -3.2% | +44.3% | +40.2% |
| 6M | +105.7% | -25.0% | +130.7% | +118.6% |
| YTD | +155.3% | -21.7% | +177.0% | +166.8% |
| 1Y | +402.7% | -9.0% | +411.7% | +396.9% |
| All | +518.6% | -29.2% | +547.8% | +520.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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