+618.6%
RVMD vs LII
+69.4%
+549.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.1% |
| 7D | -0.7% | +0.5% | -1.2% | -1.0% |
| 30D | +0.3% | -11.2% | +11.6% | +4.9% |
| 3M | +38.9% | -28.8% | +67.7% | +55.7% |
| 6M | +108.1% | -26.9% | +135.0% | +128.8% |
| YTD | +160.7% | -22.2% | +182.9% | +176.6% |
| 1Y | +407.3% | -32.0% | +439.2% | +468.0% |
| 3Y | +546.6% | -0.4% | +547.0% | +467.9% |
| 5Y | +579.8% | +22.4% | +557.4% | +405.6% |
| All | +618.6% | +69.4% | +549.3% | +337.5% |
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