+158.8%
LIN vs RVMD
+609.5%
-450.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | +0.7% |
| 7D | +0.1% | +6.4% | -6.2% | -0.5% |
| 30D | +7.6% | +5.5% | +2.1% | +6.9% |
| 3M | +6.5% | -2.4% | +9.0% | +6.5% |
| 6M | +6.2% | +41.1% | -34.9% | +2.7% |
| YTD | +23.2% | +151.3% | -128.1% | +11.4% |
| 1Y | +25.4% | +228.1% | -202.6% | +10.4% |
| 3Y | +38.3% | +899.8% | -861.5% | +6.8% |
| 5Y | +64.4% | +514.0% | -449.5% | +25.9% |
| All | +158.8% | +609.5% | -450.7% | +77.2% |
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 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