-9.5%
VMC vs RVTY
+57.1%
-66.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -4.3% | +1.1% | -5.4% | -4.6% |
| 30D | -8.2% | +13.2% | -21.5% | -11.1% |
| 3M | -7.0% | +27.2% | -34.3% | -12.7% |
| 6M | -10.8% | +32.4% | -43.2% | -17.6% |
| YTD | -7.4% | +34.9% | -42.3% | -15.5% |
| 1Y | -9.5% | +52.4% | -61.9% | -19.5% |
| All | -9.5% | +57.1% | -66.6% | -19.5% |
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