+26.0%
V vs RVTY
+71.7%
-45.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.4% |
| 7D | +0.8% | -2.7% | +3.5% | +0.8% |
| 30D | +9.9% | +3.2% | +6.7% | +9.8% |
| 3M | +17.5% | +37.2% | -19.7% | +16.3% |
| 6M | +33.5% | +57.7% | -24.2% | +31.4% |
| YTD | +21.6% | +64.8% | -43.3% | +18.1% |
| All | +26.0% | +71.7% | -45.6% | +21.4% |
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 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