+554.5%
RVMD vs LII
+6.0%
+548.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.7% |
| 7D | +1.0% | -0.7% | +1.8% | +1.2% |
| 30D | +6.4% | -12.6% | +19.1% | +9.5% |
| 3M | +34.9% | -24.4% | +59.3% | +42.1% |
| 6M | +107.6% | -28.7% | +136.3% | +120.8% |
| YTD | +163.7% | -19.1% | +182.8% | +170.4% |
| 1Y | +439.2% | -29.7% | +468.9% | +473.2% |
| All | +554.5% | +6.0% | +548.5% | +528.7% |
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