+5.7%
LVS vs RMD
-22.9%
+28.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -2.7% | -4.7% | +2.0% | -1.4% |
| 30D | -4.7% | +0.2% | -4.9% | -4.8% |
| 3M | -15.6% | +12.0% | -27.6% | -18.7% |
| 6M | -18.6% | -12.5% | -6.1% | -15.9% |
| YTD | -32.3% | -7.9% | -24.3% | -31.2% |
| 1Y | -18.0% | -20.4% | +2.4% | -13.1% |
| 3Y | -5.8% | +53.1% | -59.0% | -21.9% |
| 5Y | +5.7% | -22.1% | +27.9% | -8.5% |
| All | +5.7% | -22.9% | +28.7% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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