+9.5%
V vs RVMD
+407.5%
-398.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -2.9% | -0.7% | -2.2% | -2.9% |
| 30D | +1.9% | +0.3% | +1.5% | +1.9% |
| 3M | +13.2% | +38.9% | -25.6% | +12.9% |
| 6M | +16.7% | +108.1% | -91.4% | +15.0% |
| YTD | +5.4% | +160.7% | -155.4% | +3.3% |
| All | +9.5% | +407.5% | -398.0% | +3.8% |
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