+39.9%
VSH vs RVMD
+425.4%
-385.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.9% | -3.8% |
| 7D | +14.3% | -10.4% | +24.7% | +16.8% |
| 30D | -7.9% | -11.0% | +3.1% | -5.6% |
| 3M | -19.9% | -14.7% | -5.1% | -17.4% |
| 6M | -30.5% | +14.9% | -45.4% | -32.0% |
| YTD | +85.7% | +116.3% | -30.6% | +58.1% |
| 1Y | +98.9% | +167.6% | -68.7% | +62.4% |
| 3Y | +32.1% | +776.8% | -744.7% | -12.1% |
| All | +39.9% | +425.4% | -385.6% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling