+525.3%
RVMD vs LSCC
+486.3%
+39.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.4% | -16.8% | -9.7% |
| 7D | -9.5% | +14.5% | -24.0% | -13.5% |
| 30D | -6.8% | -0.1% | -6.8% | -7.7% |
| 3M | -12.1% | -2.7% | -9.4% | -12.8% |
| 6M | +25.4% | -4.8% | +30.2% | +22.8% |
| YTD | +126.9% | +66.9% | +60.0% | +80.1% |
| 1Y | +182.0% | +85.8% | +96.1% | +115.2% |
| 3Y | +816.8% | +115.6% | +701.2% | +494.9% |
| 5Y | +464.0% | +48.8% | +415.2% | +284.3% |
| All | +525.3% | +486.3% | +39.0% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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