+30,982.9%
RMD vs IVZ
+973.1%
+30,009.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.3% |
| 7D | +2.1% | +7.6% | -5.5% | +0.2% |
| 30D | +2.1% | +4.3% | -2.2% | +0.9% |
| 3M | +6.2% | -9.3% | +15.6% | +8.6% |
| 6M | +19.4% | +5.2% | +14.1% | +17.0% |
| YTD | +0.5% | +13.4% | -12.9% | -3.7% |
| 1Y | -3.9% | +25.4% | -29.3% | -10.4% |
| 3Y | +72.5% | +152.5% | -80.0% | +31.5% |
| 5Y | -1.5% | +36.7% | -38.2% | -14.4% |
| 10Y | +345.8% | +45.0% | +300.8% | +248.9% |
| All | +30,982.9% | +973.1% | +30,009.8% | +11,586.9% |
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