+3,169.5%
STRL vs RVMD
+620.8%
+2,548.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | +5.4% | -3.6% | +9.0% | +6.1% |
| 30D | -9.0% | -1.1% | -7.9% | -8.8% |
| 3M | -37.1% | +41.0% | -78.1% | -40.8% |
| 6M | +17.8% | +105.7% | -87.9% | +2.3% |
| YTD | +58.3% | +155.3% | -97.0% | +30.4% |
| 1Y | +61.0% | +402.7% | -341.7% | +16.6% |
| 3Y | +517.8% | +533.1% | -15.3% | +315.3% |
| 5Y | +2,119.0% | +583.5% | +1,535.5% | +1,280.1% |
| All | +3,169.5% | +620.8% | +2,548.6% | +1,790.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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