+115.5%
VT vs RVMD
+540.6%
-425.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.5% | +1.8% |
| 7D | -0.7% | -9.5% | +8.8% | +0.3% |
| 30D | -1.7% | -6.8% | +5.1% | -1.2% |
| 3M | -2.3% | -12.1% | +9.8% | -1.2% |
| 6M | +1.5% | +25.4% | -23.8% | -1.4% |
| YTD | +12.0% | +126.9% | -114.8% | 0.0% |
| 1Y | +12.9% | +182.0% | -169.1% | -1.9% |
| 3Y | +74.9% | +816.8% | -741.8% | +29.8% |
| 5Y | +59.9% | +464.0% | -404.1% | +17.4% |
| All | +115.5% | +540.6% | -425.1% | +39.5% |
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