+1,939.7%
VRT vs RVMD
+622.3%
+1,317.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -8.4% | -3.0% | -5.4% | -7.7% |
| 30D | -10.9% | -0.7% | -10.1% | -10.7% |
| 3M | -13.7% | +36.5% | -50.2% | -20.2% |
| 6M | -4.1% | +104.6% | -108.7% | -21.8% |
| YTD | +58.7% | +155.8% | -97.1% | +19.9% |
| 1Y | +89.6% | +340.7% | -251.1% | +23.4% |
| 3Y | +558.1% | +519.9% | +38.2% | +268.2% |
| 5Y | +953.0% | +584.9% | +368.0% | +423.2% |
| All | +1,939.7% | +622.3% | +1,317.3% | +679.3% |
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 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