+272.5%
RVSB vs SPY
+2,853.9%
-2,581.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +1.9% | +0.5% | +1.4% | +1.7% |
| 30D | -2.1% | -0.9% | -1.1% | -1.7% |
| 3M | -6.9% | +3.9% | -10.8% | -8.5% |
| 6M | -1.9% | +14.5% | -16.4% | -7.8% |
| YTD | +5.8% | +12.9% | -7.1% | 0.0% |
| 1Y | +5.5% | +19.4% | -13.8% | -2.5% |
| 3Y | -5.2% | +78.5% | -83.7% | -26.8% |
| 5Y | -16.7% | +81.8% | -98.5% | -36.7% |
| 10Y | +31.3% | +311.5% | -280.2% | -24.4% |
| All | +272.5% | +2,853.9% | -2,581.4% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling