+1,995.1%
CVS vs RMD
+36,837.6%
-34,842.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +4.0% | -5.0% | +8.9% | +4.6% |
| 30D | -2.4% | +2.2% | -4.6% | -2.8% |
| 3M | +2.7% | +17.8% | -15.2% | +0.2% |
| 6M | +21.9% | -11.3% | +33.2% | +23.3% |
| YTD | +24.7% | -4.4% | +29.2% | +24.9% |
| 1Y | +35.4% | -15.7% | +51.2% | +37.7% |
| 3Y | +65.2% | +47.7% | +17.4% | +53.3% |
| 5Y | +30.5% | -19.2% | +49.8% | +30.2% |
| 10Y | +40.4% | +280.4% | -240.0% | +13.4% |
| All | +1,995.1% | +36,837.6% | -34,842.6% | +1,014.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling