+568.0%
RVMD vs LDOS
+35.8%
+532.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.0% |
| 7D | -0.6% | +1.9% | -2.5% | -1.4% |
| 30D | +1.7% | +12.8% | -11.0% | -3.3% |
| 3M | -6.7% | -1.0% | -5.7% | -7.1% |
| 6M | +36.1% | +6.2% | +29.9% | +30.6% |
| YTD | +142.4% | -23.2% | +165.6% | +163.6% |
| 1Y | +207.8% | -29.5% | +237.2% | +247.6% |
| 3Y | +879.5% | +37.1% | +842.4% | +671.5% |
| 5Y | +509.0% | +55.6% | +453.4% | +346.6% |
| All | +568.0% | +35.8% | +532.2% | +406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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