+338.4%
RMD vs VO
+197.4%
+141.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.1% | -0.2% | +3.3% | +3.2% |
| 30D | +1.8% | +0.5% | +1.3% | +1.3% |
| 3M | +6.7% | -1.1% | +7.8% | +7.6% |
| 6M | +13.9% | +6.4% | +7.5% | +7.7% |
| YTD | -2.0% | +13.5% | -15.6% | -12.4% |
| 1Y | -5.4% | +13.6% | -19.0% | -15.4% |
| 3Y | +67.4% | +65.2% | +2.2% | +7.9% |
| 5Y | -5.7% | +37.7% | -43.5% | -29.2% |
| 10Y | +338.4% | +198.4% | +140.0% | +60.2% |
| All | +338.4% | +197.4% | +141.0% | +60.2% |
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