-39.3%
VG vs RVMD
+411.7%
-451.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | +16.0% | +6.4% | +9.6% | +15.7% |
| 3M | +9.7% | +34.9% | -25.2% | +8.1% |
| 6M | +29.6% | +107.6% | -78.0% | +23.6% |
| YTD | +112.0% | +163.7% | -51.7% | +88.4% |
| 1Y | +12.8% | +439.2% | -426.4% | -23.2% |
| All | -39.3% | +411.7% | -451.1% | -61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling