-38.0%
VG vs RVMD
+405.2%
-443.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.2% |
| 7D | -2.5% | -1.2% | -1.3% | -2.5% |
| 30D | +11.1% | +1.1% | +10.0% | +11.0% |
| 3M | +14.9% | +39.6% | -24.7% | +13.0% |
| 6M | +18.4% | +110.7% | -92.3% | +12.5% |
| YTD | +116.6% | +160.3% | -43.7% | +92.6% |
| 1Y | +9.4% | +404.9% | -395.6% | -23.6% |
| All | -38.0% | +405.2% | -443.2% | -60.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling