+2,479.1%
RMD vs VO
+822.0%
+1,657.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.4% |
| 3M | +6.7% | -1.1% | +7.8% | +7.5% |
| 6M | +13.9% | +6.4% | +7.5% | +8.4% |
| YTD | -2.0% | +13.5% | -15.6% | -11.2% |
| 1Y | -5.4% | +13.6% | -19.0% | -14.3% |
| 3Y | +67.4% | +65.2% | +2.2% | +14.1% |
| 5Y | -5.7% | +37.7% | -43.5% | -26.6% |
| 10Y | +338.4% | +198.4% | +140.0% | +92.8% |
| All | +2,479.1% | +822.0% | +1,657.1% | +370.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling