+592.6%
RVMD vs LSCC
+443.9%
+148.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.4% | -4.4% | +1.4% |
| 7D | +6.4% | +19.3% | -13.0% | +0.6% |
| 30D | +5.5% | -9.6% | +15.1% | +8.3% |
| 3M | -2.4% | -12.4% | +10.0% | +0.5% |
| 6M | +41.1% | -10.5% | +51.6% | +41.5% |
| YTD | +151.3% | +54.8% | +96.5% | +105.2% |
| 1Y | +228.1% | +79.4% | +148.7% | +153.8% |
| 3Y | +899.8% | +109.6% | +790.2% | +553.8% |
| 5Y | +514.0% | +40.4% | +473.6% | +327.4% |
| All | +592.6% | +443.9% | +148.7% | +150.9% |
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