+75.8%
VT vs RVMD
+502.3%
-426.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.4% | +1.0% | -0.6% | +0.4% |
| 30D | +1.0% | +6.4% | -5.5% | +0.5% |
| 3M | +2.4% | +34.9% | -32.5% | 0.0% |
| 6M | +12.0% | +107.6% | -95.5% | +5.2% |
| YTD | +15.3% | +163.7% | -148.3% | +5.5% |
| 1Y | +22.6% | +439.2% | -416.6% | +4.4% |
| All | +75.8% | +502.3% | -426.5% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling