+75.4%
VEA vs RVMD
+537.4%
-462.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -1.5% | -3.0% | +1.5% | -1.2% |
| 30D | -0.8% | -0.7% | -0.1% | -0.8% |
| 3M | +2.5% | +36.5% | -34.1% | +0.2% |
| 6M | +11.1% | +104.6% | -93.5% | +5.4% |
| YTD | +17.2% | +155.8% | -138.7% | +8.8% |
| 1Y | +24.5% | +340.7% | -316.2% | +10.6% |
| 3Y | +75.4% | +519.9% | -444.5% | +53.6% |
| All | +75.4% | +537.4% | -462.0% | +53.6% |
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