+510.2%
RVMD vs LII
+57.5%
+452.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -2.1% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -6.4% | -0.6% | -5.8% | -6.7% |
| 3M | -14.1% | -17.0% | +2.9% | -8.4% |
| 6M | +21.0% | -31.1% | +52.2% | +35.9% |
| YTD | +121.4% | -27.7% | +149.1% | +140.0% |
| 1Y | +167.9% | -26.2% | +194.0% | +187.3% |
| 3Y | +794.7% | -9.6% | +804.3% | +717.4% |
| 5Y | +437.2% | +15.7% | +421.5% | +305.3% |
| All | +510.2% | +57.5% | +452.7% | +279.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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