+42,172.8%
RMD vs VFC
+665.1%
+41,507.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +3.1% | +3.5% | -0.4% | +2.4% |
| 30D | +1.8% | +38.3% | -36.5% | -5.1% |
| 3M | +6.7% | +40.2% | -33.5% | -1.0% |
| 6M | +13.9% | +10.6% | +3.3% | +10.3% |
| YTD | -2.0% | +16.7% | -18.8% | -6.9% |
| 1Y | -5.4% | +45.0% | -50.4% | -14.4% |
| 3Y | +67.4% | +48.8% | +18.6% | +36.0% |
| 5Y | -5.7% | -67.6% | +61.8% | +8.7% |
| 10Y | +338.4% | -47.5% | +385.9% | +321.8% |
| All | +42,172.8% | +665.1% | +41,507.7% | +24,638.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling