+354.4%
RMD vs VT
+222.7%
+131.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | +0.1% | +2.9% | -2.8% | -2.5% |
| 30D | +1.9% | -2.5% | +4.4% | +4.2% |
| 3M | +6.3% | -3.3% | +9.6% | +9.4% |
| 6M | +18.2% | +1.5% | +16.7% | +15.7% |
| YTD | +0.3% | +11.4% | -11.1% | -10.2% |
| 1Y | -4.3% | +11.9% | -16.2% | -14.7% |
| 3Y | +71.3% | +73.9% | -2.6% | -0.4% |
| 5Y | -1.8% | +57.9% | -59.7% | -37.3% |
| All | +354.4% | +222.7% | +131.7% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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