+161.9%
LIN vs RVMD
+540.6%
-378.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.3% | +1.4% |
| 7D | +0.3% | -9.5% | +9.9% | +1.0% |
| 30D | +8.0% | -6.8% | +14.9% | +8.4% |
| 3M | +7.7% | -12.1% | +19.8% | +8.5% |
| 6M | +5.1% | +25.4% | -20.3% | +2.5% |
| YTD | +24.7% | +126.9% | -102.2% | +13.7% |
| 1Y | +25.1% | +182.0% | -156.9% | +11.5% |
| 3Y | +36.8% | +816.8% | -780.0% | +6.4% |
| 5Y | +67.9% | +464.0% | -396.1% | +29.3% |
| All | +161.9% | +540.6% | -378.7% | +80.7% |
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