+72.1%
RMD vs VO
+66.5%
+5.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.1% |
| 7D | +0.1% | +2.9% | -2.8% | -2.2% |
| 30D | +1.9% | +1.0% | +0.9% | +1.1% |
| 3M | +6.3% | -1.7% | +8.0% | +7.7% |
| 6M | +18.2% | +6.7% | +11.5% | +11.9% |
| YTD | +0.3% | +14.0% | -13.7% | -10.2% |
| 1Y | -4.3% | +13.7% | -17.9% | -14.1% |
| All | +72.1% | +66.5% | +5.6% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling