+765.6%
WDC vs RVMD
+622.3%
+143.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -4.3% | -3.0% | -1.3% | -3.7% |
| 30D | -1.5% | -0.7% | -0.8% | -1.4% |
| 3M | -15.5% | +36.5% | -52.0% | -20.4% |
| 6M | +66.5% | +104.6% | -38.2% | +43.0% |
| YTD | +159.9% | +155.8% | +4.0% | +109.3% |
| 1Y | +366.0% | +340.7% | +25.3% | +233.7% |
| 3Y | +1,285.8% | +519.9% | +765.9% | +776.6% |
| 5Y | +925.6% | +584.9% | +340.6% | +481.2% |
| All | +765.6% | +622.3% | +143.3% | +309.4% |
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