+23.1%
VNQ vs RVMD
+622.3%
-599.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.9% |
| 30D | -2.6% | -0.7% | -1.9% | -2.6% |
| 3M | -2.0% | +36.5% | -38.6% | -5.7% |
| 6M | +4.3% | +104.6% | -100.3% | -5.4% |
| YTD | +9.2% | +155.8% | -146.6% | -4.6% |
| 1Y | +5.6% | +340.7% | -335.1% | -14.4% |
| 3Y | +30.8% | +519.9% | -489.1% | -2.5% |
| 5Y | +8.0% | +584.9% | -577.0% | -25.0% |
| All | +23.1% | +622.3% | -599.2% | -24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling