+8.6%
V vs RVTY
+48.7%
-40.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.6% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | +1.9% | +10.8% | -8.9% | +1.5% |
| 3M | +15.5% | +26.8% | -11.2% | +14.3% |
| 6M | +16.6% | +39.3% | -22.7% | +14.9% |
| YTD | +5.7% | +31.6% | -25.9% | +3.8% |
| 1Y | +8.6% | +47.7% | -39.1% | +4.1% |
| All | +8.6% | +48.7% | -40.1% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling