+77.6%
V vs RVTY
+78.0%
-0.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.3% |
| 7D | +2.2% | -1.2% | +3.4% | +2.3% |
| 30D | +13.6% | +1.0% | +12.6% | +13.3% |
| 3M | +14.3% | +35.8% | -21.5% | +10.0% |
| 6M | +33.1% | +56.7% | -23.6% | +25.6% |
| YTD | +21.2% | +60.7% | -39.5% | +13.4% |
| 1Y | +26.4% | +73.7% | -47.3% | +16.7% |
| 3Y | +77.6% | +82.8% | -5.2% | +61.7% |
| All | +77.6% | +78.0% | -0.4% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling