+340.7%
RVMD vs WY
-9.1%
+349.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -3.0% | -4.2% | +1.2% | -3.1% |
| 30D | -0.7% | -10.1% | +9.4% | -1.0% |
| 3M | +36.5% | -8.5% | +45.0% | +36.7% |
| 6M | +104.6% | -3.3% | +108.0% | +104.1% |
| YTD | +155.8% | -4.4% | +160.2% | +155.2% |
| 1Y | +340.7% | -11.5% | +352.2% | +374.3% |
| All | +340.7% | -9.1% | +349.7% | +374.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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