+275.4%
RMD vs VO
+193.0%
+82.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.2% |
| 7D | -4.7% | -0.6% | -4.1% | -4.3% |
| 30D | +0.2% | -1.9% | +2.2% | +1.9% |
| 3M | +12.0% | +3.3% | +8.7% | +9.0% |
| 6M | -12.5% | +9.7% | -22.2% | -19.3% |
| YTD | -7.9% | +12.6% | -20.5% | -17.0% |
| 1Y | -20.4% | +13.6% | -34.0% | -28.8% |
| 3Y | +53.1% | +56.8% | -3.7% | +3.4% |
| 5Y | -22.1% | +42.3% | -64.4% | -43.1% |
| 10Y | +275.4% | +199.2% | +76.2% | +36.4% |
| All | +275.4% | +193.0% | +82.4% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling