+225.4%
RVTY vs BUD
-8.7%
+234.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.2% |
| 7D | +6.0% | +1.3% | +4.7% | +5.4% |
| 30D | +4.3% | +10.0% | -5.7% | +0.9% |
| 3M | +40.2% | +1.6% | +38.6% | +38.9% |
| 6M | +59.3% | +6.5% | +52.8% | +55.1% |
| YTD | +66.5% | +34.8% | +31.7% | +50.3% |
| 1Y | +77.5% | +36.5% | +41.0% | +59.5% |
| 3Y | +92.5% | +49.0% | +43.5% | +67.3% |
| 5Y | -6.8% | +51.7% | -58.5% | -20.4% |
| 10Y | +225.4% | -7.5% | +232.9% | +192.1% |
| All | +225.4% | -8.7% | +234.1% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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