+96.1%
VTR vs RVMD
+622.3%
-526.3%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.3% | -3.0% | +2.7% | +0.1% |
| 30D | +1.1% | -0.7% | +1.8% | +1.1% |
| 3M | +7.9% | +36.5% | -28.6% | +2.7% |
| 6M | +6.2% | +104.6% | -98.4% | -6.6% |
| YTD | +17.7% | +155.8% | -138.1% | -1.4% |
| 1Y | +32.9% | +340.7% | -307.8% | +1.0% |
| 3Y | +129.7% | +519.9% | -390.2% | +54.4% |
| 5Y | +89.3% | +584.9% | -495.6% | +15.1% |
| All | +96.1% | +622.3% | -526.3% | -7.0% |
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