+417.4%
WDC vs RVMD
+430.6%
-13.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +5.9% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | -10.0% | +6.4% | -16.4% | -10.7% |
| 3M | -18.8% | +34.9% | -53.6% | -21.1% |
| 6M | +79.0% | +107.6% | -28.5% | +71.1% |
| YTD | +171.6% | +163.7% | +7.9% | +166.9% |
| 1Y | +417.4% | +439.2% | -21.8% | +339.2% |
| All | +417.4% | +430.6% | -13.2% | +339.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling