+1,239.7%
RMD vs VIG
+655.9%
+583.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.9% |
| 3M | +6.4% | +2.9% | +3.5% | +3.5% |
| 6M | +20.7% | +11.2% | +9.5% | +9.0% |
| YTD | -0.2% | +16.0% | -16.1% | -13.3% |
| 1Y | -4.5% | +17.0% | -21.5% | -17.7% |
| 3Y | +70.5% | +66.9% | +3.7% | +4.5% |
| 5Y | -1.6% | +65.8% | -67.4% | -39.0% |
| 10Y | +342.7% | +263.6% | +79.1% | +33.9% |
| All | +1,239.7% | +655.9% | +583.9% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling