+776.1%
IVV vs RMD
+4,366.0%
-3,589.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.1% | -5.0% | +5.1% | +1.5% |
| 30D | +0.1% | +2.2% | -2.1% | -0.7% |
| 3M | +2.0% | +17.8% | -15.9% | -3.0% |
| 6M | +13.0% | -11.3% | +24.4% | +15.9% |
| YTD | +13.6% | -4.4% | +18.0% | +13.9% |
| 1Y | +20.1% | -15.7% | +35.8% | +24.4% |
| 3Y | +77.6% | +47.7% | +29.9% | +53.0% |
| 5Y | +82.5% | -19.2% | +101.7% | +83.0% |
| 10Y | +316.5% | +280.4% | +36.1% | +165.1% |
| All | +776.1% | +4,366.0% | -3,589.9% | +205.1% |
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