+35.9%
RVSB vs SPY
+322.5%
-286.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.1% |
| 7D | +0.6% | -0.8% | +1.3% | +1.2% |
| 30D | +1.9% | -1.1% | +3.0% | +2.8% |
| 3M | -9.7% | +3.9% | -13.6% | -12.7% |
| 6M | +3.2% | +13.6% | -10.4% | -7.8% |
| YTD | +7.8% | +12.7% | -4.9% | -3.1% |
| 1Y | +9.3% | +17.5% | -8.2% | -5.3% |
| 3Y | -3.4% | +76.9% | -80.3% | -42.8% |
| 5Y | -13.7% | +83.6% | -97.3% | -52.1% |
| All | +35.9% | +322.5% | -286.5% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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