+72.5%
RMD vs VEU
+70.2%
+2.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.1% | +2.1% | 0.0% | +1.0% |
| 30D | +2.1% | -0.9% | +3.0% | +2.6% |
| 3M | +6.2% | -5.4% | +11.6% | +9.2% |
| 6M | +19.4% | -1.8% | +21.2% | +19.7% |
| YTD | +0.5% | +10.9% | -10.4% | -7.5% |
| 1Y | -3.9% | +13.6% | -17.5% | -13.1% |
| 3Y | +72.5% | +69.3% | +3.3% | +12.9% |
| All | +72.5% | +70.2% | +2.3% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling