+1,505.5%
RMD vs VT
+374.2%
+1,131.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -5.0% | +0.4% | -5.4% | -5.3% |
| 30D | +2.2% | +1.0% | +1.2% | +1.4% |
| 3M | +17.8% | +2.4% | +15.5% | +15.3% |
| 6M | -11.3% | +12.0% | -23.3% | -19.3% |
| YTD | -4.4% | +15.3% | -19.8% | -15.0% |
| 1Y | -15.7% | +22.6% | -38.3% | -28.6% |
| 3Y | +47.7% | +74.7% | -26.9% | -5.2% |
| 5Y | -19.2% | +66.1% | -85.4% | -46.1% |
| 10Y | +280.4% | +225.0% | +55.4% | +55.4% |
| All | +1,505.5% | +374.2% | +1,131.3% | +333.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling