-3.9%
RMD vs VT
+53.2%
-57.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.8% |
| 7D | -5.3% | -4.2% | -1.2% | -2.0% |
| 30D | +8.4% | -5.8% | +14.2% | +13.8% |
| 3M | +7.1% | -5.2% | +12.4% | +11.8% |
| 6M | +15.8% | +0.1% | +15.7% | +14.7% |
| YTD | +0.2% | +8.2% | -8.1% | -7.4% |
| 1Y | -1.4% | +10.1% | -11.5% | -10.3% |
| 3Y | +61.3% | +69.7% | -8.4% | -1.9% |
| 5Y | -3.9% | +53.4% | -57.3% | -35.1% |
| All | -3.9% | +53.2% | -57.1% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling