+522.7%
VST vs RVMD
+581.6%
-59.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +8.2% | +2.3% | +9.5% |
| 7D | -9.8% | +0.5% | -10.3% | -9.9% |
| 30D | -25.1% | -4.3% | -20.9% | -24.8% |
| 3M | -11.6% | -2.8% | -8.8% | -11.5% |
| 6M | -20.9% | +27.3% | -48.2% | -23.7% |
| YTD | -22.3% | +141.4% | -163.7% | -32.5% |
| 1Y | -32.0% | +213.3% | -245.3% | -43.1% |
| 3Y | +262.4% | +792.7% | -530.3% | +159.5% |
| 5Y | +563.4% | +470.6% | +92.8% | +370.7% |
| All | +522.7% | +581.6% | -59.0% | +263.4% |
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