+1,142.9%
RMD vs VEU
+174.2%
+968.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.1% | +2.1% | 0.0% | +0.6% |
| 30D | +2.1% | -0.9% | +3.0% | +2.7% |
| 3M | +6.2% | -5.4% | +11.6% | +10.1% |
| 6M | +19.4% | -1.8% | +21.2% | +19.9% |
| YTD | +0.5% | +10.9% | -10.4% | -7.4% |
| 1Y | -3.9% | +13.6% | -17.5% | -13.0% |
| 3Y | +72.5% | +69.3% | +3.3% | +18.7% |
| 5Y | -1.5% | +48.1% | -49.6% | -25.9% |
| 10Y | +345.8% | +148.0% | +197.8% | +140.3% |
| All | +1,142.9% | +174.2% | +968.7% | +456.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling