+655.7%
VST vs RVMD
+634.9%
+20.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +9.9% | -1.2% | +11.1% | +10.0% |
| 30D | +7.9% | +1.1% | +6.9% | +7.7% |
| 3M | +3.4% | +39.6% | -36.2% | -1.2% |
| 6M | -4.1% | +110.7% | -114.8% | -14.1% |
| YTD | -5.7% | +160.3% | -166.0% | -18.7% |
| 1Y | -18.9% | +404.9% | -423.8% | -36.8% |
| 3Y | +359.1% | +545.5% | -186.4% | +236.8% |
| 5Y | +766.9% | +584.7% | +182.2% | +497.8% |
| All | +655.7% | +634.9% | +20.8% | +337.5% |
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