+83.1%
IVV vs RMD
-19.3%
+102.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.1% | -5.0% | +5.1% | +1.3% |
| 30D | +0.1% | +2.2% | -2.1% | -0.5% |
| 3M | +2.0% | +17.8% | -15.9% | -2.3% |
| 6M | +13.0% | -11.3% | +24.4% | +15.9% |
| YTD | +13.6% | -4.4% | +18.0% | +14.1% |
| 1Y | +20.1% | -15.7% | +35.8% | +24.3% |
| 3Y | +77.6% | +47.7% | +29.9% | +53.8% |
| All | +83.1% | -19.3% | +102.4% | +82.0% |
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 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