+617.4%
RVMD vs LSCC
+461.1%
+156.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.7% |
| 7D | -1.2% | +5.2% | -6.4% | -2.8% |
| 30D | +1.1% | -9.6% | +10.7% | +4.2% |
| 3M | +39.6% | -17.8% | +57.4% | +46.5% |
| 6M | +110.7% | +37.4% | +73.3% | +83.7% |
| YTD | +160.3% | +59.7% | +100.6% | +112.7% |
| 1Y | +404.9% | +76.2% | +328.7% | +294.3% |
| 3Y | +545.5% | +28.2% | +517.3% | +419.2% |
| 5Y | +584.7% | +87.2% | +497.5% | +330.0% |
| All | +617.4% | +461.1% | +156.3% | +160.1% |
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