+13.0%
CVS vs RMD
-7.7%
+20.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +6.6% | +2.1% | +4.5% | +6.4% |
| 30D | -0.4% | +2.1% | -2.5% | -0.7% |
| 3M | -5.3% | +6.2% | -11.5% | -6.0% |
| 6M | -7.7% | +19.4% | -27.1% | -9.9% |
| YTD | +16.0% | +0.5% | +15.5% | +15.4% |
| 1Y | +16.2% | -3.9% | +20.2% | +16.2% |
| 3Y | +47.6% | +72.5% | -25.0% | +30.2% |
| All | +13.0% | -7.7% | +20.6% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 5y: compounded portfolio wealth divided by compounded RMD 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…
5y analysis · Full analysis span regression · 6 months rolling