+63.7%
RMD vs VLTO
+54.8%
+8.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.1% | -1.8% |
| 7D | +2.3% | +5.4% | -3.1% | +0.4% |
| 30D | +4.1% | +22.3% | -18.2% | -3.7% |
| 3M | +5.7% | +19.6% | -13.9% | -1.5% |
| 6M | +12.9% | +35.2% | -22.3% | +0.5% |
| YTD | -1.5% | +17.9% | -19.4% | -8.3% |
| 1Y | -4.8% | +19.5% | -24.3% | -11.8% |
| 3Y | +57.5% | +73.9% | -16.4% | +34.8% |
| All | +63.7% | +54.8% | +8.9% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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