+52.3%
LVS vs RMD
+2,094.7%
-2,042.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -1.5% | -5.0% | +3.5% | +0.7% |
| 30D | -3.2% | +2.2% | -5.4% | -4.4% |
| 3M | -12.0% | +17.8% | -29.8% | -18.9% |
| 6M | -19.9% | -11.3% | -8.6% | -16.5% |
| YTD | -30.6% | -4.4% | -26.2% | -30.3% |
| 1Y | -17.7% | -15.7% | -2.0% | -12.9% |
| 3Y | -14.2% | +47.7% | -62.0% | -33.5% |
| 5Y | +9.6% | -19.2% | +28.8% | +10.2% |
| 10Y | +5.7% | +280.4% | -274.7% | -60.5% |
| All | +52.3% | +2,094.7% | -2,042.5% | -83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling