+54.3%
VXUS vs RVMD
+591.3%
-537.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +0.3% | -0.7% | +1.0% | +0.3% |
| 30D | +0.7% | +0.3% | +0.3% | +0.6% |
| 3M | +4.8% | +38.9% | -34.1% | +1.8% |
| 6M | +11.3% | +108.1% | -96.8% | +4.0% |
| YTD | +16.5% | +160.7% | -144.2% | +6.0% |
| 1Y | +24.3% | +407.3% | -383.0% | +6.1% |
| 3Y | +74.5% | +546.6% | -472.1% | +42.3% |
| 5Y | +54.3% | +579.8% | -525.5% | +19.1% |
| All | +54.3% | +591.3% | -537.0% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling