+34.3%
TRV vs RVMD
+430.6%
-396.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -0.1% | +1.0% | -1.2% | -0.2% |
| 30D | -3.4% | +6.4% | -9.9% | -3.5% |
| 3M | +26.4% | +34.9% | -8.5% | +26.1% |
| 6M | +19.3% | +107.6% | -88.3% | +18.2% |
| YTD | +28.3% | +163.7% | -135.3% | +26.7% |
| 1Y | +34.3% | +439.2% | -404.9% | +23.6% |
| All | +34.3% | +430.6% | -396.3% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling