+340.7%
RVMD vs LNT
+8.4%
+332.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -1.0% | -1.9% | -3.3% |
| 30D | -0.7% | -4.2% | +3.5% | -2.1% |
| 3M | +36.5% | -6.7% | +43.2% | +34.6% |
| 6M | +104.6% | -3.6% | +108.2% | +104.0% |
| YTD | +155.8% | +5.9% | +149.9% | +157.7% |
| 1Y | +340.7% | +7.3% | +333.4% | +336.3% |
| All | +340.7% | +8.4% | +332.2% | +336.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 1y: compounded portfolio wealth divided by compounded LNT 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…
1y analysis · Full analysis span regression · 6 months rolling