+567.0%
WDC vs RVMD
+425.4%
+141.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.3% | -2.7% | -4.6% |
| 7D | +12.1% | -10.4% | +22.5% | +14.2% |
| 30D | -18.8% | -11.0% | -7.8% | -17.0% |
| 3M | -39.3% | -14.7% | -24.6% | -37.6% |
| 6M | -40.1% | +14.9% | -55.0% | -41.2% |
| YTD | +71.8% | +116.3% | -44.5% | +48.9% |
| 1Y | +88.5% | +167.6% | -79.1% | +57.1% |
| 3Y | +770.0% | +776.8% | -6.8% | +486.0% |
| All | +567.0% | +425.4% | +141.6% | +334.0% |
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 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