+13.8%
VRT vs RVMD
+244.4%
-230.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.8% | -15.7% | -13.2% |
| 7D | -15.4% | +5.8% | -21.2% | -15.9% |
| 30D | -19.0% | -3.8% | -15.1% | -18.7% |
| 3M | -23.8% | +3.2% | -27.1% | -24.1% |
| 6M | -37.9% | +35.0% | -72.9% | -39.7% |
| YTD | +27.0% | +150.7% | -123.8% | +17.6% |
| 1Y | +13.8% | +241.0% | -227.2% | -11.3% |
| All | +13.8% | +244.4% | -230.6% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling