+273.7%
RMD vs VEU
+152.3%
+121.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.8% |
| 7D | -4.2% | -1.9% | -2.3% | -2.7% |
| 30D | -2.1% | -0.7% | -1.3% | -1.5% |
| 3M | +13.8% | +4.9% | +8.9% | +8.9% |
| 6M | -10.6% | +9.8% | -20.5% | -18.2% |
| YTD | -8.1% | +15.3% | -23.4% | -19.5% |
| 1Y | -18.0% | +23.0% | -41.0% | -32.1% |
| 3Y | +52.9% | +73.5% | -20.6% | -6.7% |
| 5Y | -22.3% | +54.5% | -76.7% | -47.6% |
| All | +273.7% | +152.3% | +121.4% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling