-1.6%
RMD vs VIG
+65.3%
-66.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.1% |
| 7D | -0.8% | -0.3% | -0.5% | -0.6% |
| 30D | +1.7% | +4.9% | -3.2% | -3.2% |
| 3M | +6.4% | +2.9% | +3.5% | +3.3% |
| 6M | +20.7% | +11.2% | +9.5% | +8.2% |
| YTD | -0.2% | +16.0% | -16.1% | -14.3% |
| 1Y | -4.5% | +17.0% | -21.5% | -18.7% |
| 3Y | +70.5% | +66.9% | +3.7% | -0.8% |
| 5Y | -1.6% | +65.8% | -67.4% | -41.3% |
| All | -1.6% | +65.3% | -66.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling