+115.5%
V vs RVMD
+510.7%
-395.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.5% |
| 7D | +0.9% | -10.4% | +11.3% | +1.9% |
| 30D | +9.0% | -11.0% | +19.9% | +10.0% |
| 3M | +16.7% | -14.7% | +31.4% | +18.1% |
| 6M | +33.4% | +14.9% | +18.5% | +30.7% |
| YTD | +22.4% | +116.3% | -94.0% | +10.1% |
| 1Y | +27.7% | +167.6% | -139.9% | +12.0% |
| 3Y | +78.0% | +776.8% | -698.8% | +32.9% |
| 5Y | +108.5% | +424.8% | -316.3% | +54.5% |
| All | +115.5% | +510.7% | -395.2% | +34.0% |
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