+792.7%
RVMD vs LII
-8.7%
+801.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.0% | +10.2% | +8.7% |
| 7D | +0.5% | -0.6% | +1.1% | +0.7% |
| 30D | -4.3% | -4.6% | +0.3% | -3.6% |
| 3M | -2.8% | -21.2% | +18.4% | +2.1% |
| 6M | +27.3% | -36.4% | +63.7% | +39.4% |
| YTD | +141.4% | -28.9% | +170.3% | +154.0% |
| 1Y | +213.3% | -29.5% | +242.8% | +230.1% |
| 3Y | +792.7% | -8.6% | +801.2% | +705.6% |
| All | +792.7% | -8.7% | +801.4% | +705.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling