+76.8%
V vs RVMD
+887.5%
-810.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.5% | +3.9% | +0.5% |
| 7D | +0.8% | -0.6% | +1.4% | +0.8% |
| 30D | +9.9% | +1.7% | +8.2% | +9.8% |
| 3M | +17.5% | -6.7% | +24.2% | +17.7% |
| 6M | +33.5% | +36.1% | -2.7% | +31.1% |
| YTD | +21.6% | +142.4% | -120.8% | +13.7% |
| 1Y | +27.6% | +207.8% | -180.2% | +16.6% |
| All | +76.8% | +887.5% | -810.7% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling