-1.4%
RMD vs VFC
+52.5%
-53.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.4% | +1.5% | +5.2% |
| 7D | -3.9% | +21.5% | -25.3% | -6.8% |
| 30D | +7.9% | +46.7% | -38.8% | +1.7% |
| 3M | +8.1% | +38.4% | -30.3% | +2.7% |
| 6M | +15.5% | +15.2% | +0.3% | +12.2% |
| YTD | +0.7% | +17.8% | -17.1% | -4.1% |
| 1Y | -1.4% | +55.6% | -56.9% | -8.5% |
| All | -1.4% | +52.5% | -53.8% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling