+605.1%
RVMD vs ZBRA
+51.0%
+554.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.5% |
| 7D | -3.0% | -3.4% | +0.4% | -1.7% |
| 30D | -0.7% | -7.4% | +6.7% | +2.0% |
| 3M | +36.5% | +57.5% | -21.0% | +12.7% |
| 6M | +104.6% | +64.0% | +40.6% | +64.8% |
| YTD | +155.8% | +44.3% | +111.5% | +113.3% |
| 1Y | +340.7% | +10.9% | +329.8% | +305.9% |
| 3Y | +519.9% | +37.5% | +482.4% | +389.9% |
| 5Y | +584.9% | -39.7% | +624.6% | +690.8% |
| All | +605.1% | +51.0% | +554.1% | +347.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling