+1,328.4%
WDC vs RVMD
+536.1%
+792.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -4.1% |
| 7D | +4.4% | -3.6% | +8.0% | +5.0% |
| 30D | +5.3% | -1.1% | +6.4% | +5.4% |
| 3M | -5.9% | +41.0% | -46.9% | -10.5% |
| 6M | +73.2% | +105.7% | -32.5% | +55.8% |
| YTD | +167.8% | +155.3% | +12.5% | +130.5% |
| 1Y | +386.0% | +402.7% | -16.7% | +268.2% |
| All | +1,328.4% | +536.1% | +792.4% | +905.1% |
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 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