+444.2%
V vs RVTY
+217.6%
+226.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -1.2% |
| 7D | -0.8% | +6.0% | -6.8% | -2.7% |
| 30D | +9.5% | +4.3% | +5.2% | +7.8% |
| 3M | +16.7% | +40.2% | -23.6% | +4.7% |
| 6M | +32.9% | +59.3% | -26.4% | +14.0% |
| YTD | +21.1% | +66.5% | -45.4% | +1.0% |
| 1Y | +26.6% | +77.5% | -50.8% | +3.1% |
| 3Y | +78.4% | +92.5% | -14.1% | +33.5% |
| 5Y | +105.5% | -6.8% | +112.3% | +100.4% |
| 10Y | +444.2% | +225.4% | +218.9% | +184.4% |
| All | +444.2% | +217.6% | +226.6% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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