+30,982.9%
RMD vs IVZ
+965.0%
+30,017.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.1% |
| 7D | +2.1% | +6.8% | -4.7% | +0.4% |
| 30D | +2.1% | +3.5% | -1.5% | +1.1% |
| 3M | +6.2% | -10.0% | +16.3% | +8.8% |
| 6M | +19.4% | +4.5% | +14.9% | +17.3% |
| YTD | +0.5% | +12.6% | -12.1% | -3.6% |
| 1Y | -3.9% | +24.4% | -28.4% | -10.2% |
| 3Y | +72.5% | +150.6% | -78.0% | +31.8% |
| 5Y | -1.5% | +35.7% | -37.2% | -14.3% |
| 10Y | +345.8% | +43.9% | +301.9% | +249.5% |
| All | +30,982.9% | +965.0% | +30,017.9% | +11,609.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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